💰 Sales
Sales
Manage the complete sales cycle — from initial quotations to final invoices, customer records, AMC contracts, and CRM pipeline management.
Quotations
A quotation (or estimate) is sent to a customer before confirming a sale. Once approved, it can be converted into an invoice in one click.
📸 Quotation List — all quotations with status, customer, and total amount
1
Go to Sales → Quotation List
Navigate to Sales in the sidebar, then click Quotation List.
2
Click 'New Quotation'
The quotation form opens. Select the customer, date, and validity period.
3
Add line items
Add products or services from the item catalog. Set quantity, unit price, and any applicable discounts.
4
Apply Tax / VAT
Select the applicable tax rate. The system calculates the tax amount and grand total automatically.
5
Add notes or terms
Add any special conditions, payment terms, or notes for the customer at the bottom of the quotation.
6
Save and Share
Save the quotation. You can print it as a PDF or send it directly to the customer via email.
7
Convert to Invoice
Once the customer approves, open the quotation and click 'Convert to Invoice'. All details carry over automatically.
TipQuotations have a status: Draft → Sent → Approved → Converted. Track where each quotation is in the process at a glance.
Invoices
Invoices are the official billing documents sent to customers. Servicing24 supports both quotation-converted invoices and direct invoices.
📸 Invoice List — showing invoice number, customer, amount, due date, and payment status
1
Go to Sales → Invoice List
See all invoices across all customers. Filter by Paid, Unpaid, Overdue, or Draft status.
2
Create a Direct Invoice
Click 'New Invoice' to create an invoice without a prior quotation. Fill customer, items, and amounts.
3
Record a payment
When a customer pays, open the invoice and click 'Record Payment'. Enter amount, date, and payment method.
4
Send invoice to customer
Click 'Send Invoice' to email the PDF invoice directly to the customer's registered email.
5
Print or download PDF
Use the Print button to generate a professional PDF invoice for physical records.
NotePaid invoices are automatically reflected in Accounts Receivable and trigger the corresponding accounting journal entry.
Customer Management
Maintain a complete database of your customers — contact information, purchase history, outstanding balances, and linked tickets.
📸 Customer Management — searchable list with all customer details
1
Go to Sales → Customer Management
View all registered customers with their contact info, total sales, and outstanding amount.
2
Add a new customer
Click 'Add Customer'. Fill in name, phone, email, address, and any custom reference number.
3
View customer profile
Click any customer to see their full profile: all tickets, quotations, invoices, and payment history in one place.
4
Edit customer details
Click Edit to update contact information, billing address, or credit limit.
Direct Delivery Note
For sales that involve physical delivery of goods (not ticket-based), use Direct Delivery Notes to document and track the handover.
1
Go to Sales → Direct Delivery Note
View all direct delivery notes or create a new one.
2
Create a delivery note
Select the related invoice, customer, and list the items being delivered with quantities.
3
Print and get signature
Print the delivery note and have the customer sign it as proof of receipt.
4
Mark as Delivered
Update the status to Delivered once the customer has received the goods.
AMC Contracts
Annual Maintenance Contracts (AMC) allow you to manage long-term service agreements with customers — tracking covered items, renewal dates, and service visits.
1
Go to Sales → AMC
View all active and expired AMC contracts.
2
Create a new AMC
Select the customer, contract period (start/end date), covered products/devices, and service terms.
3
Link tickets to AMC
When creating a ticket for an AMC customer, the system automatically links the ticket to their active contract.
4
Renew AMC
Before the contract expires, click Renew to extend it. The system sends an automatic renewal reminder.
NoteAMC is available for select organization plans. Contact your administrator if you don't see it in your sidebar.
CRM — Leads & Deals
The built-in CRM helps your sales team manage potential customers (leads) and track deals through the pipeline to closure.
📸 CRM Dashboard — leads and deals pipeline overview
1
Go to Sales → CRM
The CRM dashboard shows a summary of leads, deals in progress, and conversion metrics.
2
Add a new Lead
Click 'Add Lead'. Enter the prospect's name, contact, source (e.g., WhatsApp, Website, Referral), and initial notes.
3
Qualify and convert to Deal
Once a lead shows interest, convert it to a Deal. Set the deal value, expected close date, and assigned sales rep.
4
Move through pipeline stages
Drag and drop deals through stages: New → Contacted → Proposal Sent → Negotiation → Closed Won / Closed Lost.
5
Log activities
Record calls, emails, and meetings as activities under each lead or deal to maintain a full interaction history.