Invoicing and Collections for Distributors

In OneYukti, the Invoicing app generates invoices from confirmed orders with the right line items, and applies each retailer's tax rate and credit terms from the customer profile. For retailers who take the same supply every week, batch invoicing raises many invoices in one go. Say a retailer sends ₹50,000 against several open bills: the receipt is matched to invoices as it comes in, and a part payment is recorded against the bill it reduces. Short supplies and returns are closed with credit notes.

Follow-up no longer waits for the salesman's weekly round. Reminder emails go out on a schedule set by you, with overdue notifications after the credit period ends and an escalation sequence that draws on the retailer's payment history. The AI scores each open invoice for late payment risk, which gives the collections person a short list of parties to call first. A payment link on the invoice lets a retailer clear a bill online instead of holding it for the next visit.

The ageing report shows outstanding by party and by days overdue, current as of the last receipt entered. An owner can check it before approving the next order for a slow-paying retailer. Revenue reports show billing over any period, and the cash flow forecast projects collections from due dates and each party's past behaviour, so supplier payments can be planned against money that is likely to arrive. Invoices post to the general ledger in Yukti as they are raised.