How Sales works in GwizaSuite.
Four steps, one thread — from the first quote in the morning to the credit note posted at period close.
Draft a proforma with line items and credit terms. Send as PDF via email or WhatsApp.
Convert accepted quote to invoice. Stock auto-deducts. Customer portal gets a notification.
See every invoice by status (draft, issued, part-paid, paid, void). Overdue ones surface automatically.
Credit note, full refund, or write-off — every adjustment audit-logged, period-aware.
Everything Sales does.
Draft, send, and track acceptance. Expiry dates drive automatic cancellation if the customer goes cold.
18% standard VAT calculated per line, broken out on every invoice. Zero-rate and exempt flags supported where applicable.
Net 7, 14, 30, or custom — set once per customer. Due dates calculate automatically from invoice date.
Reverse a sale in a few clicks. Credit note links back to the original invoice, with reason and period-lock awareness.
The overdue list surfaces itself. Automatic reminders go out on a schedule you control — daily, weekly, or on the due date.
One-click statement per customer, covering any period. Email, WhatsApp, or download as a branded PDF.
Price in RWF or a foreign currency per invoice. FX rate captured at issue so the books stay clean at period close.
Branded headers, custom footers, configurable payment terms, and per-customer template overrides for key accounts.
Credit terms that stop the cash leak.
Every customer has a credit limit and a payment term: Net 7, Net 14, Net 30, or whatever you’ve agreed. Those terms live on the customer record, not in a sales rep’s head — so the next quote, the next invoice, the next statement all reference the same truth.
When a customer is about to tip over their limit, GwizaSuite doesn’t just warn — it blocks the new invoice. A manager with the right role can override, but the override writes a reason to the audit log. That one rule stops most of the cash-leak stories our customers told us before they switched.
Under the hood, aging buckets (0–30, 31–60, 61–90, 90+) update live as invoices age. When a customer slides into the 60+ bucket, they surface on the owner’s dashboard — before the conversation has to get uncomfortable.
- Per-customer credit limits, enforced at invoice issue
- Block-or-override on limit breach — overrides are logged
- Automatic aging buckets (0–30, 31–60, 61–90, 90+)
- One-click customer statement — email, WhatsApp, or PDF
Connects to the rest of GwizaSuite.
No module is an island. Here’s how Sales flows into and out of your other books.
When you issue an invoice → stock deducts from the right batch and cost flows to COGS automatically.
When a payment lands → the invoice balance updates live and the customer statement recalculates.
When you send an invoice → your customer sees it in their portal with payment status and statements.
Sales FAQ.
Next up: once the invoice is out, the money has to land. Allocate payments across invoices, reconcile MoMo + bank + cash, and close every sale properly.
See PaymentsLess than the cost of one mistake.
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