SALES AND COLLECTIONS

Sales and collections connected in one management system

Krae.OS connects sales, customers, invoicing, pending balances, payment plans, collections, cash, banks, and accounting to keep every operation under control through its completion.

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THE PROBLEM

Sales recorded in one place and collections managed somewhere else

When sales, pending balances, and collections are managed through separate processes, it becomes harder to know what was sold, what was collected, and which operations still require follow-up.

THE KRAE.OS SOLUTION

The sale continues through collection

In Krae.OS, the commercial operation remains related to the customer and the subsequent movements it generates. A sale can continue to collection, remain pending, or be structured through a payment plan within the same management system, keeping commercial and financial information connected.

The commercial operation can continue within Krae.OS from the sale and invoicing through its collection terms, later collections, and related financial movements.

SALE

  1. 01 Customer
  2. 02 Invoicing
  3. 03 Collected / Pending / Payment plan
  4. 04 Collection
  5. 05 Cash / Bank
  6. 06 Accounting
  7. 07 History

This flow is conceptual. A cash sale, a credit sale, and a sale with a payment plan may follow different paths.

A sale does not end when the document is issued

Each operation continues according to its collection method

A sale can be collected immediately, remain pending, or be structured through a payment plan. Krae.OS keeps these terms related to the original operation so commercial management can continue within the same system.

CASH

Immediate collection

Cash / Bank

ON CREDIT

Pending balance

Later collection

PAYMENT PLAN

Down payment + installments + additional payments

Operation follow-up

PAYMENT PLANS

Organize collections with payment plans

Krae.OS lets you define payment plans for an operation, combining down payments, installments, and additional payments according to the conditions agreed with the customer.

This keeps the collection terms linked to the operation and the customer's account, so follow-up can continue within the same management system.

PAYMENT PLAN

  1. 01 Down payment
  2. 02 Installments
  3. 03 Additional payments
  4. 04 Collections
  5. 05 Pending balance

Sales that are not fully collected at the time of the transaction can remain linked to the customer's account, allowing their management to continue later through the corresponding collections.

The original operation, the customer, and the pending amount remain related within the same management system.

CUSTOMERS AND PENDING BALANCES

Know which operations are still pending

COLLECTIONS

Every collection continues from the commercial operation

When a collection is registered, Krae.OS keeps the incoming payment related to customer management and the corresponding financial movements.

COLLECTION

  1. 01 Customer
  2. 02 Pending balance
  3. 03 Collection
  4. 04 Cash / Bank
  5. 05 History

A collection is not a financial movement without context. It continues from the commercial operation that originated it.

Collections can generate the corresponding cash and bank movements, keeping the commercial operation related to the financial income.

Explore Cash and bank control

CASH AND BANKS

Money received is also part of the same management system

ELECTRONIC INVOICING

Electronic invoicing is part of the sale

When you complete the usual operation, Krae.OS can automatically issue the corresponding electronic documentation through SIFEN without separating invoicing from commercial management.

Explore SIFEN - Electronic invoicing

When products are sold, the same operation generates the corresponding stock movement, keeping the sale, invoicing, and inventory related.

Explore Stock and costs

INVENTORY

The sale can update inventory as well

RETURNS AND CREDIT NOTES

When the operation changes, the system keeps its history

When a return requires a credit note, Krae.OS keeps the operation related to the customer, the documentation, and the applicable stock movements.

SALE

  1. 01 Return
  2. 02 Credit note
  3. 03 Inventory
  4. 04 History

With Krae.Ledger, commercial and financial operations can generate their related accounting information within the same system.

Explore Integrated accounting

ACCOUNTING

Sales and collections also feed accounting

AUDIT AND TRACEABILITY

Follow the operation from sale to collection

Historical information lets you consult the sale, the customer, and the related subsequent movements, making it easier to understand how each operation evolved.

Explore Audit and traceability

One sale. Every step connected.

CUSTOMER
Who buys
SALE
What was sold
INVOICING
Corresponding document
COLLECTION TERMS
Cash / credit / payment plan
PAYMENT PLAN
Down payment + installments + additional payments
COLLECTION
Registered income
CASH / BANK
Financial movement
ACCOUNTING
Related information
AUDIT
Operation history

WHO BENEFITS

When selling also means controlling how and when you collect

Krae.OS is especially useful for companies that need to keep sales connected with customers, pending balances, payment plans, collections, and financial movements, for both cash and credit operations.

Sales and collections from the start

Krae.OS lets you begin with sales and collections management from its initial plans and add other control areas as the company needs them.

Starter includes sales and collections; other management areas depend on the current configuration. See Plans for the available options.

View plans

Frequently asked questions about sales and collections

Can Krae.OS manage cash and credit sales?
Yes. Operations can be managed according to their collection terms, including sales collected at the time of purchase and sales that leave amounts pending in the customer's account.
Can I know which sales are still pending collection?
Yes. Pending operations can remain related to the customer's account so their management can continue later through the corresponding collections.
Can I create payment plans for a sale?
Yes. Krae.OS lets you structure payment plans linked to the commercial operation.
Can payment plans include down payments, installments, and additional payments?
Yes. Payment plans can combine down payments, installments, and additional payments according to the conditions defined for the operation.
Do collections remain related to the customer?
Yes. Collections are registered within customer management and can remain related to the corresponding operations.
Does a collection update cash or bank accounts?
Yes. Collections can generate the corresponding financial movements in cash or bank accounts according to the operation performed.
Does a sale automatically update inventory?
When the sale involves products that affect inventory, Krae.OS generates the corresponding stock movement from the same operation.
Does Krae.OS issue the SIFEN electronic invoice from the sale?
Yes. When you complete the usual operation, Krae.OS can automatically generate and issue the corresponding electronic documentation through SIFEN.
Can I register returns and credit notes?
Yes. Krae.OS lets you register returns through credit notes and keep the corresponding effects related within the management system.
Do sales and collections integrate with accounting?
Yes. With Krae.Ledger, commercial and financial operations can generate their related accounting information.
Can I consult an operation's history later?
Yes. Krae.OS keeps historical information that lets you consult the sale and its related subsequent movements.
Which plan includes sales and collections?
Krae.OS's current commercial structure includes sales and collections from its initial plans. See the Plans page for the current configuration.

Connect every sale with its collection and financial movement.

Schedule a presentation and see how Krae.OS keeps sales, customers, payment plans, pending balances, collections, and administration within one management system.

Schedule a presentation