Detailed guide
One continuous sales record instead of separate documents that have to be reconciled by hand.
A connected document trail
Begin with a quote, confirm it as a sales order, then create the invoice without retyping customers, products, prices, or references. Faida preserves the document relationship so staff can see how a sale moved from agreement to delivery and payment.
- Keep the source order number on downstream documents
- Record deposits and partial payments against the correct balance
- Handle returns and credits on the sales record
- See open, paid, overdue, void, and returned work at a glance
Balances that explain themselves
The customer ledger is built from the same invoices and payment records the team uses every day. Statements and aging reports therefore point back to the documents behind each balance instead of presenting an unexplained total.
Ready to send or print
Company details, customer information, line items, tax, totals, payment status, and document numbering flow into consistent printable documents. Templates can be tailored by document type without changing the underlying transaction.