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Sales & CRM

From first quote to cash in the bank

Win the deal, deliver the goods, send a compliant invoice and collect — with every customer's balance always correct.

erp.valeurx.com

Tax invoice

Valeurx

INV-2026-1042

10 × 450
4 × 1,200
VAT 15%1,395
TotalSAR 10,695
Cleared by ZATCA

What you can do

CRM pipeline

Track leads and opportunities stage by stage and never lose a follow-up.

Quotations

Branded quotations in Arabic and English, turned into an order in one click.

Sales orders & deliveries

Reserve stock, deliver in full or in part, and invoice exactly what was sent.

ZATCA invoices

Every invoice and credit note signed, cleared or reported automatically.

Receipts

Record full or part payments and match them to invoices.

Reminders

Polite, automatic reminders for overdue invoices.

Customer statements

Aged balances and statements ready to send.

Customer portal

Customers see and download their invoices and statements online.

Connected to everything else

Every action posts balanced entries to the same ledger. No exports, no re-keying, no month-end surprises.

Questions

Can I invoice part of an order?

Yes. Deliver and invoice in stages; what remains stays open on the order.

Can I give a customer a discount or their own terms?

Yes. Discount any line, and give each customer their own payment terms and credit limit.

Are quotations sent to ZATCA?

No — only invoices, credit notes and debit notes are. Quotations are yours until they become an invoice.

Ready to see your business clearly?

Book a demo and we will walk you through it with your own data.