Automatic invoicing
Invoices generate on delivery completion (or on payment for prepaid orders), numbered from a gap-free, race-safe sequence.
Close ↑ Click to expand Fulfild Platform
Financial Management
Invoice on delivery, chase automatically, and keep the books straight.
What it does
What Financial Management does
Invoicing, credit control and statements drawn from the same records that run the warehouse. Invoices issue on delivery, payment terms lock at order time, and overdue accounts chase themselves.
Multi-currency & VAT
GBP and EUR with the rate locked at issuance, and the three UK VAT rates with per-line overrides.
Close ↑Payment terms & due dates
Terms come from the customer group and lock onto the invoice at order time, so a later policy change never re-ages existing invoices.
Close ↑Branded PDFs
Invoices render as branded PDFs carrying VAT registration, bank details and a payment QR code where configured.
Close ↑Proforma invoices
Quote-grade invoices with their own number sequence and a convert-to-invoice step when accepted.
Close ↑Credit management
Per-group and per-customer limits, with available credit (limit plus prepaid, minus outstanding) checked live at checkout.
Close ↑Credit alerts
A warning to the customer and the team at 80% utilisation, and an urgent alert the moment a checkout crosses 100%.
Close ↑Prepaid balances
Customers can pre-fund their account on an append-only ledger that records every top-up, application and adjustment.
Close ↑Payment recording
Operators record payments with method and reference; the system applies them across invoices oldest-due first.
Close ↑Automated reminders
A three-stage cascade runs daily — gentle at +3 days, firmer at +14, final at +30 — with a consolidated overdue digest to the team.
Close ↑Credit notes
Every credit note links to its parent invoice and cannot exceed the refundable amount. They are voided, never deleted, for seven-year VAT retention.
Close ↑Statements
On-demand account statements as branded PDFs, downloadable by the customer or emailable by the operator.
Close ↑Margin visibility
Per-product and per-category margin computed on batch landed cost, with a per-batch drill-down.
Close ↑ Connected
How it connects
Financial Management works with the rest of the Fulfild platform. Changes in one module flow through automatically.