From quotation to payment, without losing the context.
An accepted quotation becomes an invoice with one click. Payments land against that invoice, receipts are issued automatically, and the outstanding balance is always visible.
Quotation → Invoice → Payment.
No retyping, no duplicate customer records, no lost link between what you promised and what you are owed.
Quotation accepted
The customer accepts v4 of QT-0087. The exact items, discounts and taxes are locked to that version.
₹56,75,250 · accepted 28 SepInvoice created
One click converts the quotation into INV-2048, keeping payment terms, taxes and the customer record intact.
₹56,75,250 · due 12 OctPayment collected
The booking amount is recorded against the invoice, a receipt is generated, and the balance schedules itself.
₹11,35,050 received · ₹45,40,200 due| Invoice | Customer | Amount | Received | Due | Status |
|---|---|---|---|---|---|
| INV-2041 | Northwind | ₹9,80,000 | ₹9,80,000 | 30 Sep | Paid |
| INV-2048 | Rajesh Kumar | ₹56,75,250 | ₹11,35,050 | 12 Oct | Partially paid |
| INV-2042 | Acme Corp | ₹3,40,000 | ₹0 | 10 Oct | Pending |
| INV-2038 | Meera Iyer | ₹1,25,000 | ₹0 | 28 Sep | Overdue |
| INV-2035 | Karan Mehta | ₹80,000 | ₹50,000 | 20 Sep | Partially paid |
An invoice that already knows the whole deal.
Convert an accepted quotation and everything comes with it: items, discounts, taxes, terms and the customer. Or build an invoice directly for a walk-in sale.
- From quotation one click, no re-entry
- Standalone for over-the-counter or repeat sales
- Recurring schedules monthly invoices for retainer customers
- Credit notes reverse part or all of an invoice, with a reason
- Multiple currencies for cross-border customers
Every invoice is in exactly one clear state.
The status a salesperson sees is the status finance sees. No reconciliation by hand.
Draft
Being prepared. Visible only to your team until it is issued.
Sent
Issued to the customer. Folow tracks the send and, where supported, the view.
Partially paid
Money has arrived but the balance is still open. The split is shown on the invoice.
Paid
Settled in full. Receipt issued and the deal moves to Sale.
Pending
Issued and awaiting the first payment. The next reminder is already scheduled.
Overdue
Past the due date. Escalates to the owner and their manager automatically.
Record what actually arrived, against the right invoice.
Part payments are normal, not an exception. Folow tracks them precisely, updates the balance and keeps the payment history attached to the customer.
- Payment modes bank transfer, NEFT, RTGS, UPI, card, cash, cheque
- Part payments split across as many transactions as needed
- Pending vs received mark a transfer as pending until it clears
- Payment history every transaction, with who recorded it and when
- Receipts numbered receipt generated and shared automatically
- Refunds record a refund against the original transaction
After saving
Know exactly who owes what, and for how long.
Ageing by customer, invoice, owner and branch, so collection becomes a routine rather than an argument.
| Customer | Outstanding | Oldest | Owner | Next reminder |
|---|---|---|---|---|
| Meera Iyer | ₹1,25,000 | 28 Sep | Dev K. | Overdue |
| Acme Corp | ₹3,40,000 | First invoice | Rhea S. | 12 Oct |
| Karan Mehta | ₹30,000 | 20 Sep | Dev K. | Today |
| Zen Labs | ₹4,00,000 | 18 Oct | Priya S. | 25 Oct |
| Rajesh Kumar | ₹45,40,200 | 12 Oct | Priya S. | 11 Oct |
Ageing (₹ lakh)
Payment history · Rajesh Kumar
Automated collection
Does Folow integrate with an accounting system?
Folow exports invoices, payments, taxes and customer ledgers, and supports importing customer and product data, so finance can keep its accounting tool and still work from one source of truth.
Can a customer pay partially and over time?
Yes. Record as many payments against an invoice as you need. The balance, the ageing and the follow-up schedule update automatically.
How are receipts generated?
A numbered receipt is created whenever a payment is recorded, stored on the transaction and shared with the customer by email or WhatsApp.
Can we apply GST or other taxes?
Support for multiple tax lines, inclusive or exclusive pricing, and exemptions per customer. Tax totals appear correctly on the quotation, invoice and receipt.
What happens if a deal is cancelled?
Raise a credit note against the invoice with a reason. The deal, the invoice history and the payment record all stay linked and auditable.
Get paid for the work you already did.
Close the loop from quotation to receipt without a second system.