Q2C — Q&A
Q: What is the Quote to Cash flow in Fincelo? Step 1 — Product catalog: define products, pricing, SAC codes, GST rates. Step 2 — Quote: create a quote for a prospect. Multiple line items. Discount support. Step 3 — Quote sent: customer receives and reviews. Step 4 — Quote accepted: triggers conversion workflow. Step 5 — Convert to contract: quote terms become contract terms. No re-entry. Step 6 — Contract approved: KYC triggered, billing configured, recognition schedule built. Step 7 — Invoice raised: on the configured billing date. Step 8 — Payment collected: cash applied to invoice. Step 9 — Revenue recognised: on the configured recognition schedule.