You sell to a consumer
- Select the purchased items.
- Prepare the sale at the POS.
- Take payment and issue the receipt.
IOTILL / SALES MANAGEMENT
From the counter
to the invoice.
Serve retail customers and manage business customers in the same place. Customer accounts, quotes, orders, delivery notes and invoices: sales management is part of your iotill POS and iotill Cloud.
Request a demonstration ↗ONE SALES CYCLE
Your documents follow the sale.
- 01
Quote
Prepare your sales proposal in iotill.
- 02
Ordering
Turn an accepted quote into an order.
- 03
Delivery note
Assign delivered goods to the customer account.
- 04
Invoice
Invoice one delivery or combine several delivery notes.
- 05
Payments
Complete the sales cycle with payment.
FOR BUSINESSES SELLING TO CONSUMERS AND BUSINESSES
Retail customers at the counter. Business customers on account.
Whatever your trade, manage consumer sales and business customer orders in the same environment. Immediate payment or invoicing on account: adapt the process to each customer.
You sell to a business customer
- Identify the business customer account.
- Prepare their order.
- Create a delivery note and assign it to the customer account.
- Invoice later, according to the agreed terms.
PERIODIC INVOICING
Five deliveries. One invoice.
Delivery notes accumulate on the business account throughout the month. Select the relevant notes and combine them into one consolidated invoice, at the interval agreed with your customer.
Illustrative example — a business customer
- Delivery note #001 — 3 September
- Delivery note #014 — 8 September
- Delivery note #027 — 15 September
- Delivery note #038 — 21 September
- Delivery note #052 — 28 September
5 delivery notes → 1 month-end invoice
Your deliveries stay linked to the customer account.
Accumulate delivery notes, then select the ones to invoice together.
BUSINESS CUSTOMER ACCOUNTS
Every customer has a sales history.
Find the quotes, orders, delivery notes and invoices associated with each business customer. The customer account connects operations in your iotill environment, from the shop to management in iotill Cloud.
Explore iotill Cloud ↗
ELECTRONIC INVOICING
Keep working in iotill.
iotill supports Factur-X, e-invoicing and e-reporting. The solution prepares the documents and data needed for electronic invoicing as part of your sales management.
B2B / e-invoicing
E-invoicing covers invoices between VAT-taxable businesses established in France that fall within the scope of the reform. Your delivery notes can feed into the business customer’s invoice.
B2C / e-reporting
For retail sales subject to e-reporting, transaction data must be reported. A shop serving both retail and business customers may therefore fall under both schemes.
Factur-X, within your sales management.
Invoices generated by iotill support the Factur-X format. The document format and its transmission channel are separate matters: your reseller helps you define the configuration suited to your business.
YOUR WORKFLOW, IN PRACTICE
Let’s look at your sales cycle.
From the first quote to the monthly invoice, explore iotill sales management in a demo.
- Can I create a delivery note from the POS ?
- Yes. Within iotill, you can create a delivery note and assign it to the business customer account.
- Can I combine delivery notes into one invoice?
- Yes. Delivery notes accumulate on the customer account; select the ones to combine into a consolidated invoice.
- Can I manage retail and business customers in the same software?
- Yes. iotill combines retail checkout and business customer sales management, within the POS and iotill Cloud.
- Does iotill support quotes and orders?
- Yes. Quotes, orders, delivery notes and invoices form part of the same sales cycle, with document conversion.
- Do iotill invoices support Factur-X?
- Yes. Invoices generated by iotill support the Factur-X format.
- Does iotill support electronic invoicing?
- Yes. iotill supports e-invoicing and e-reporting and prepares the relevant data and documents. Confirm the transmission channel with your reseller.
- Can I invoice a business customer at month end?
- Yes. Accumulate delivery notes during the month, then combine the relevant notes into one invoice, at the interval agreed with the customer.