ProductDeliver and get paid
From won deal to money received.
A won deal becomes an order with a handler. Track the PO, delivery and every payment until the customer has paid in full.
- PO receivedPO-ANF-2291PO-SFP-2291
- Stock reserved24 of 24
- Delivery date agreedDue 18 Nov
One order, from the win to the last payment.
Sales hands the order to Ops without a spreadsheet or a WhatsApp group in between.
The deal is won
An order opens with the quote lines, the customer and the PO. Nobody types the order again.
The order starts from the accepted quote version, so the lines and the prices match what the customer agreed. Ops does not copy anything from a PDF or an email. The rep can still open the order and see each later step.
NegotiationWon11:04SO-2026-0193 created4 lines copied from version 24MP IP dome camera247,440.001,69,200.0016-channel NVR, 8 TB24,900.001,11,200.00Cat6 cable, 305 m box62,370.0053,700.00Installation and commissioning13,800.0086,000.00Routing ruleOrders from the Dubai officePune office go to Operations, DubaiOperations, PuneA handler is assigned
Routing rules choose the handler. Hand to passes the order to a colleague with a note.
Every order has one person who is responsible for the order. A routing rule picks the handler by the rep or the office that owns the deal, and can share orders in turn across a team. Hand to gives the order to a colleague with a note, and the colleague is notified.
Hand toPersonTMARTariq MansourAnand RaoOperationsNoteCustomer wants delivery before 18 Nov. Site contact is KhalidVikram.Hand to VikramAnandCancelNotifiedHandlerTMARTariq MansourAnand Rao, OperationsChecks before delivery
The order moves to Ready only when the PO and the readiness checks are complete.
The checks stop a delivery that is not ready. Your company can require the customer PO before work starts. In the UAE, the company can also require a valid TRN and a trade licence that has not run out.
- Customer POPO-ANF-2291PO-SFP-2291
- Delivery addressAl Quoz Industrial 3Bhiwandi, Thane
- Stock reserved24 of 24 cameras
- Delivery date18 Nov
All checks complete. The order moved to Ready.Invoice and payment
Record invoice keeps the number from your accounts. Record payment clears the balance.
Your accounts team creates the invoice in Zoho Books or Tally, as today. Rekozo keeps the number, the date and the amount next to the order. Each payment lowers the balance, so sales and accounts see the same figure.
Record invoiceFrom your accountsInvoice numberINV-24-1187Date20 Nov 2026Bank transfer, 24 NovRTGS transfer, 24 Nov8,551.622,18,115.92Cheque 004417, cleared 15 DecCheque 318204, cleared 15 Dec8,551.622,18,115.92ReceivedAED 17,103.24INR 4,36,231.84BalanceAED 0.00INR 0.00
Bring one won order. We will set up the handler rule and the payment stages with you.
Book a demoChange an order. The customer confirms the new price.
Add a line or change a quantity after the win. The order waits until the customer confirms the new total.
A change after the win is where a margin or a customer relationship often suffers. The customer confirms the new total with a revised PO or a reference, and Rekozo keeps the proof with the change. Until then, the order shows that it waits for the customer.
- Each amendment shows the price difference with tax.
- The Amendments log report lists every change.
- An order can return to sales when the scope changes.
Every payment, recorded where the sale is.
Send the proforma invoice, log the date the customer says they will pay, then record each payment, refund or cheque.
Received on SO-2026-0193
What this means for you
The proforma invoice lets the customer pay an advance before your accounts create the final invoice. An expected payment is a date the customer gave you, so Accounts know whom to call and when. A cheque dated after today counts as not yet collected, so the balance on the order stays honest.
See who owes what. Chase today.
Receivables shows the balance for each customer. Chase today lists the customers to call first, and Imsa drafts the reminder.
Accounts start the day with a short list, not a long ageing report. A late payment or a recent bounced cheque moves a customer higher on the list. The rep sees the same balance, so the rep can mention the payment on the next sales call.
Dear Mr Haddad, our records show AED 64,200 for order SO-2026-0151 was expected on 23 Oct. Could you confirm a payment date this week?Dear Mr Joshi, our records show INR 14,60,000 for order SO-2026-0151 was expected on 23 Oct. Could you confirm a payment date this week?
- Reps see their own customers, read-only.
- The Expected payments report lists every date a customer gave.
- Expected payment reminders reach Accounts on the day.
Your books stay in Zoho Books or Tally.
Rekozo keeps the invoice number, date and amount next to the order. Accounting stays in your accounting software, and sales sees what is paid.
How it works in your business
Rahul Menon wins Q-2026-0418 from Al Noor Facilities. Here is the same deal on the Ops desk and in Accounts, until the last dirham arrives.Rahul Menon wins Q-2026-0418 from Sharma Facilities. Here is the same deal on the Ops desk and in Accounts, until the last rupee arrives.
The deal is won on version 2
Khalid Rahman accepts version 2 for AED 17,103.24. Order SO-2026-0193 opens with the same four lines. A routing rule gives the order to the Dubai operations team.Vikram Iyer accepts version 2 for INR 4,36,231.84. Order SO-2026-0193 opens with the same four lines. A routing rule gives the order to the Pune operations team.
Ops checks the order before delivery
The handler attaches the customer PO, confirms delivery to the Al Quoz warehouse and agrees the delivery date. The order moves to Ready only when the checks are complete.The handler attaches the customer PO, confirms delivery to the Bhiwandi warehouse and agrees the delivery date. The order moves to Ready only when the checks are complete.
Accounts record the money
Priya Nair creates invoice INV-24-1187 in the accounts software on 20 Nov and records the number in Rekozo. Al Noor pays AED 8,551.62 by bank transfer on 24 Nov. The second half arrives as a cheque dated 15 Dec.Priya Nair creates invoice INV-24-1187 in the accounts software on 20 Nov and records the number in Rekozo. Sharma Facilities pays INR 2,18,115.92 by RTGS transfer on 24 Nov. The second half arrives as a cheque dated 15 Dec.
The order closes when the money arrives
Until 15 Dec, the cheque counts as received but not collected, and the order stays open. After the cheque date, the balance is zero and the handler completes the order. If the cheque bounces, Priya marks the cheque as bounced and the balance returns.
Questions buyers ask
Does Rekozo work with Tally or Zoho Books?
There is no connector. Your invoices, tax returns and ledgers stay in Tally or Zoho Books. When accounts create the invoice there, they type its number, date and amount on the order in Rekozo with Record invoice. Rekozo then shows the sales team what is paid and what is owed.
What happens when a cheque bounces?
Accounts mark the cheque as bounced and can add a reason. The cheque stays on the order, and the balance rises by the cheque amount. The customer shows Cheque bounced in Receivables, and for 90 days the bounce moves the customer higher on the Chase today list.
Can an order be completed while money is still owed?
Not by default. A cheque dated after today counts as not yet collected, so an order paid by a postdated cheque waits for the cheque date. A person whose role allows the override can complete the order early, with a reason, and the reason stays on the order.
Who can record payments?
People whose role has the payment permission, usually Accounts, record payments, refunds and bounced cheques. Reps see the balance of their own customers, read-only, so they know before a sales call that a payment is late.
Does Rekozo send invoices to the customer?
Rekozo sends a proforma invoice as a PDF or by email, for example to collect an advance. The final invoice comes from your accounts software. Rekozo records the number of that invoice and never creates a second one.
Bring one real quote to the demo.
We will build the quote in Rekozo with you, with your margin rule and your tax.
Or start a free trial for 30 days. Every feature, up to 5 users.