Accounting learns about commitments last
Special terms, payment terms or partial acceptances are agreed in the sales conversation and recorded nowhere. The invoice is wrong before it goes out.
Function · Finance
A shared view of order, invoice and payment.
Between the sales team that commits and the accounting that books lies a gap: when may we invoice, when is it paid, who reminds? We close it with a weekly outlook – without building a second accounting system.
Analyze my shop
Initial consultation – we look at where order, invoice and payment diverge today.
How you'll notice
Three gaps between sales and finance
Due dates aren’t tracked
Invoices are issued, payments don’t arrive. Who reminds, and when? Without a clear process, reminders go out when someone notices – often too late.
Data quality is created at the end, not at the start
Customer numbers, addresses and contacts are corrected at booking instead of at creation. Every analysis starts with rework.
Example
What a weekly outlook contains
Example structure of an operational weekly outlook. It is filled from your existing systems – CRM, order management, accounting.
| Row | Source | Owner |
|---|---|---|
| Orders that have reached their invoicing milestone | Order / project | Project management |
| Invoices issued this week | Order management | Finances |
| Due and overdue invoices | Accounting | Finances |
| Expected incoming payments | Accounting / commitments | Finances |
| Upcoming expenses and obligations | Accounting | Finances |
| Open clarifications with customers | CRM | Sales |
Accounting remains the source system. The outlook reads from it, it replaces nothing.
What you hold in your hands
A view that sales and finance share
Handover criteria sales → finance
What information an order must contain for the invoice and payment terms to be right.
Weekly outlook
The operational view of invoices, due dates and expected receipts – with an owner for keeping it up to date.
Reminder process
Who reminds about overdue invoices, when, and when sales gets involved.
Data quality rules
Required fields when creating customers and orders, so accounting doesn’t have to rework.
Scope
No tax advice. No second accounting system.
We work on the operational view between order, invoice and payment. Tax questions, annual financial statements and bookkeeping belong with your tax advisor. Accounting remains the leading system – we don’t build a copy.
Matching services
How we support finance leads
Frequently asked questions
Clearly answered.
We have accounting software with an open items list. Isn’t that enough?
The open items list shows what has been invoiced. The weekly outlook also shows what may still be invoiced and what commitments sales has made. Together they make the full picture.
Does sales have to change anything for this?
Yes, but little: a few required fields when creating an order. In return, follow-up questions and invoice corrections fall away – sales notices that quickly on its own.
Do you take over dunning?
No. With you we set the reminder process and who carries it out. Execution stays with your team.
