Automate your sales processes and stop manual tasks in attending to your customers.

Attending to your customer like a pro with the help of automation

Invoicing & Payments

Sales Invoice

Digitally create a fast and detailed sales invoice to client and give receipt immediately by sending to customers email or printing out receipt. Invoicing on Carrotsuite can be customized to your preferred template.

Commission Invoice

Auto generate marketers/referral commission with a digitized commission invoice using Carrotsuite as it saves you the time and reduce manpower to do the extra work of calculating commission

Default Invoice

Create invoice with due-date on Carrotsuite and the software will automatically identify the invoice as defaulted invoice if it is not fully paid by the due date selected

Recurring Invoice

Create recurring invoices for repeated sales like subscription, house rent. And save the stress of recreating invoice for a customer when they want to renew their pay

Quotation

Draft and create quotations with carrotsuite and digitally send to your prospective customers via email or download to send a pdf file. You can easily convert your quotation to invoice whe the deal is closed.

Sales Order

Create sales orders as you receive orders and have a digital list of sale orders that could be converted to invoices when orders are fulfilled.

Credit Note

When goods are returned due to damage, defects, or any other reason, you can easily create a credit note to acknowledge the return and provide a credit to the customer’s account which can be used to make payment for other goods.

Payment Schedule

Digitally outlines the planned dates and amounts for payments to be made over a specific period for installment payment. With Carrotsuite payment schedule, you can track all expected payment for the week, month, and year.

Outstanding Balances

Carrotsuite gives you a complete overview of your customers invoices and payment and does proper calculations to sum up and gives you total outstanding balances for each customer.

Credit Limit

Set a maximum amount of credit that a customer is allowed to get when purchasing a goods or services. Once the customer exceeds the limit, such customer will not be able to purchase without making payment.

Sales Report

Auto generates an overall detailed report of your sales activities that include the sales date, client, and product report. With Carrotsuite, auditing is make easy because you just need to go to the report page and get the necessary information needed

Invoicing Approval

Set a different level of approval with multiple approvers for your invoicing and receipts ensuring that invoices are accurate, and authorized before goods are given out. This process helps prevent errors and fraud and ensures that payments are made on time.

INVENTORY DOESN'T HAVE TO BE BORING

Carrotsuite is cloud inventory software to enhance efficiency, transparency, spend control

Create transfer order and wait for approval

Auto notification to approver(s) to either approve or reject.

stock out goods from source location as quantity reduces from source location.

Stock in goods to target location as quantity increases on target location.

Track account posting of goods in transit and incoming stock with the accurate credit and debit sides.

See our software in action.

See carrotsuite in action when you book a personal walkthrough with one of our product experts.

Accounting

Procurement

Church CRM

Inventory

Retail Mobile POS

Approval Workflow

HR Software

Commission Management

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