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Built for
GST Invoice Management
GST-ready
Tax invoices raised straight from a won deal
Positioning Assessment
Delayed invoices mean delayed payments. And invoices that live in separate software mean someone retypes every deal.
Triostack CRM raises GST invoices straight from a won deal. The customer details, items and taxes come from the record, the invoice is shared with the customer and its status is tracked until payment is received. You see what is paid, what is partly paid and what is outstanding without leaving the CRM.
Ask your accountant to review your tax setup, and ask us about how it fits your billing.
“The deal closed at four. The invoice reached the customer at four-ten, and the status showed it.”
Sample team scenario
Illustrative example, not a customer testimonial
Quotations
Itemised quotes with discounts and terms
In the Product
Imagine the deal closing and the invoice already waiting for the customer.
Raise it right away.
No retyping.
See what is outstanding.
Platform Integrity
Raised from a won deal
Send to the customer
Paid, partly paid, due
Linked to customer
At a Glance
What you save by billing where the deal was won.
Data entry
From the deal and customer record
Separate Billing Software: Retyped
Sharing
From the CRM
Separate Billing Software: Exported and attached
Status
Visible on the lead
Separate Billing Software: Ask accounts
Payments
Recorded against the invoice
Separate Billing Software: Matched later
Follow-up
Reminders for unpaid invoices
Separate Billing Software: Remembered
Book a walkthrough and we will set up a sandbox with sample leads, a WhatsApp inbox and a pipeline, so you can try it before you commit.
Live Interface Tour
Real screens captured directly from the production Triostack CRM interface.
GST Invoices
Tax invoices raised straight from a won deal
Feature Breakdown
Captured directly from the production Triostack CRM interface.
Tax invoices from a won deal.
On this screen: Tax invoices raised straight from a won deal.
How it fits the plan
Win. Mark the deal as won.
Raise. Create the GST invoice from the record.
Practical tip
Check customer GST details on the record before raising the invoice. Fixing it afterwards costs more time.
Close the loop.
In real life
Month-end
Accounts sees what is raised and what is due.
Details come from here.
Watch out for
Raising invoices late, in a batch at the end of the month, and losing track of who has paid.
Paperwork on file.
Before you start
Execution Plan
Mark the deal as won.
Create the GST invoice from the record.
Send it to the customer.
Watch payments and status update.
Practical Guide
Before you start
A tip that helps
Check customer GST details on the record before raising the invoice. Fixing it afterwards costs more time.
A common mistake
Raising invoices late, in a batch at the end of the month, and losing track of who has paid.
Availability: Availability can depend on your plan and setup. Please confirm with our team which capabilities are live for your account, and any prerequisites, before you plan around this page.
In Real Life
Scenario 01
Accounts sees what is raised and what is due.
Scenario 02
You send it in seconds.
Scenario 03
Everything is on one record.
Straight answers about GST Invoice Management, from setup to what happens next.
Have a question about GST Invoice Management?
Book a free callYes. Tax invoices can be raised from a won deal.
Yes. Send the invoice from the CRM.
Yes. Payments are recorded against each invoice and the status updates.
Ask us how it fits with your accounting and Triostack Finance.
Show how businesses create GST invoices, share them with customers and track outstanding amounts from one place.
It runs in 4 steps: Win, Raise, Share and Track. Mark the deal as won.
The real screens on this page include Quotations, Sales Dashboard, Lead Follow-Ups and GST Invoices, all captured from the product.
Request a demo or start a free trial. Our team can also walk you through a guided setup, so your first session ends with something working.
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