From proforma to payment. One seamless flow.
Track invoices, proformas, delivery notes, and comprehensive sales reports. Convert documents in clicks, not hours — and never lose track of what's owed.
By the numbers
flow from proforma to payment
saved every week on document re-entry
more payments recovered from overdue invoices
The Problem
These are the real problems businesses face every day — and exactly what Sales Management solves.
Proformas in email, invoices in Excel, delivery notes on paper — nothing connects.
Disconnected documents cause 20% of invoices to have errors — leading to payment disputes and delays.
The cost
Disconnected documents cause 20% of invoices to have errors — leading to payment disputes and delays.
Manually recreating a proforma as an invoice wastes hours and introduces errors.
Staff spend 8+ hours per week retyping data between documents — time that should be selling.
The cost
Staff spend 8+ hours per week retyping data between documents — time that should be selling.
Unpaid invoices slip through the cracks when there's no system to track them.
Businesses write off 5-10% of revenue annually from invoices that were never followed up on.
The cost
Businesses write off 5-10% of revenue annually from invoices that were never followed up on.
You don't know which products sell best or which salesperson closes most.
Without sales analytics, you can't double down on what's working or fix what's failing.
The cost
Without sales analytics, you can't double down on what's working or fix what's failing.
The Solution
Purpose-built tools that address each challenge head-on.
The outcome
Eliminate re-entry errors and save 8+ hours per week on document creation alone.
Proforma → Delivery Note → Invoice in clicks. All data carries forward automatically.
Eliminate re-entry errors and save 8+ hours per week on document creation alone.
The outcome
Recover 15-20% more outstanding payments by catching overdue invoices within 24 hours.
See what's paid, what's overdue, and what's outstanding — at a glance.
Recover 15-20% more outstanding payments by catching overdue invoices within 24 hours.
The outcome
Answer any customer billing question in under 10 seconds with complete transaction history.
Every transaction, every customer, searchable and reportable. Never ask 'did they pay?' again.
Answer any customer billing question in under 10 seconds with complete transaction history.
The outcome
Identify your top 20% of products and salespeople — then optimize your entire strategy around them.
Top products, revenue trends, salesperson performance — data that drives decisions.
Identify your top 20% of products and salespeople — then optimize your entire strategy around them.
Capabilities
Create professional invoices with your branding, tax calculations, and payment terms in seconds.
Issue proforma invoices for quotations and convert them to final invoices with one click.
Monitor all sales activity in real-time — open orders, pending payments, and completed transactions.
Access complete purchase history per customer. Every quote, invoice, and payment — searchable.
Generate delivery notes from invoices automatically. Track what's been shipped and what's pending.
Issue credit notes for returns or adjustments with proper accounting entries created automatically.
VAT and withholding tax calculated automatically based on your configured rates and customer profiles.
Email invoices, proformas, and delivery notes directly to customers from within the platform.
Set custom payment terms per customer — net 30, net 60, or custom schedules with automatic reminders.
Comprehensive reports on revenue, product performance, customer trends, and salesperson productivity.
Join businesses across Tanzania already using Akili Soft ERP to run smarter operations.