Billing

Managing your B2B accounts and tracking credit risks just got easier! The new Billing app gives you a complete solution for selling to business customers—whether on cash or credit terms. Take total control of your order-to-payment cycle while keeping every customer's credit exposure crystal clear.

Key Features You'll Love:
1. Keep Every Customer's Credit Risk in View 🛡️

• Set dedicated credit limits for your individual customers and sub-debtors.
• Support multiple currencies under a single customer profile to keep your multi-currency trading simple and consolidated.
• Receive automated system warnings before you create any document that exceeds a customer's or debtor's credit threshold.
• Print customized Billing Statements across any date range to make your payment collection smooth and professional.

2. Seamless Flow: From Order to Payment 🔄

• Effortlessly link your Sales Orders, Delivery Orders, Sales Invoices, and Sales Payments, so data carries over automatically — no more tedious double-entry.
• Set up reusable Payment Terms to calculate invoice due dates automatically.
• Creating a Sales Invoice from a Sales Order automatically generates the matching order in SiteGiant ERP, keeping your billing and fulfillment perfectly synchronized.

3. Take Your B2B Orders On the Move 📱

• Enable B2B Mode in the Smart Salesman App to empower your team on the road.
• Equip your sales team with real-time access to wholesale tier pricing and latest selling prices for fast, precise on-site sales order placement.

To access this feature, navigate to Apps > Accounting > Billing.

*Note: This is an Add-on App

If you’re interested in enabling this add-on, please contact our Sales team.

Remarks:
i. Creating a Sales Order requires a Webstore or Client Channel linked to your company profile.
ii. The Smart Salesman App is only available for OMO Pro plan and above.

Updated on: 20/08/2026