Centric Centric · Invoicing
From quote to cash, without losing the thread
Centric connects quote, proforma, invoice and payments with the opportunity that started them. Finance knows what to bill and collect, and sales sees when it was paid.
Talk to an expertWe have advised major brands in 16 countries
Why your finance team needs Centric
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One single flow
The accepted quote becomes a proforma and then an invoice without retyping the lines.
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Collections in view
Issued, partially paid and overdue invoices on one board, with the next action one click away.
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Many currencies, clear books
Totals split by currency and converted at the exchange rate of the issue date.
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Full traceability
From any invoice you reach the quote, opportunity and customer that originated it.
How it works
- 1
The quote is accepted
The opportunity takes the amounts and the quote is ready to bill.
- 2
You generate the proforma
With the quote’s lines, so the customer can review it before the invoice.
- 3
You turn it into an invoice
The approved proforma becomes an issued invoice with its number and lines.
- 4
You record payments
One or more partial payments per invoice; the status updates automatically.
Features
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Proformas from quotes
Copies the accepted quote’s lines with its own numbering.
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Invoices
Issue, void and track status: issued, partially paid, paid or voided.
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Partial payments
Transfer, deposit, card, cash or check, with reference and date.
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Collections board
Four columns: to proforma, active proformas, receivable and collected in 30 days.
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KPIs by currency
Invoiced and collected this month, receivable and overdue, split by currency.
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Exchange rate by date
USD total calculated at the exchange rate of each invoice’s issue date.
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Cost centers
Assign invoices to cost centers and suppliers, and mark inactive ones.
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Excel import
Load existing invoices and prefill data from the PDF, which stays attached.
Use cases
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Software and SaaS
Setup and monthly fees invoiced from the same accepted quote.
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Professional services
Projects with partial payments and tracking of what’s left to collect.
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Multi-country companies
Invoicing in several currencies with totals consolidated in USD.
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B2B services
A proforma first so the customer approves before the accounting invoice.
Frequently asked questions
Is the proforma mandatory?
No. It’s an optional step so the customer can review and approve before the invoice is issued.
Can I record partial payments?
Yes. An invoice can have several payments and its status changes to partially paid or paid automatically.
How does it handle multiple currencies?
Each document keeps its currency, KPIs are shown by currency and the USD total uses the issue-date exchange rate.
Can I see it from the opportunity?
Yes. Proformas, invoices and payments stay linked to the quote and opportunity that originated them.
Connect sales and finance with Centric
We’ll walk you through a quote all the way to payment with your currencies and processes.
Request your demo