Dashboard
The SMATO Books Dashboard helps teams monitor open work and priorities before diving into hubs.
Open module page →Commercial documents in Books — payments in Accounts
SMATO Books helps businesses run sale orders, invoices, credit notes, POs, bills, debit notes, third parties, procurement, and GST e-Invoice sandbox in one micro-app, with settlement clearly owned by Accounts.
SMATO Books is commercial document software under entitlement app.books that helps businesses manage sale orders, invoices, credit notes, purchase orders, bills, debit notes, third parties, procurement addon flows, GST e-Invoice sandbox, and a Books dashboard — while payments settle in Accounts (app.accounts).
It is for Finance Managers, AR/AP clerks, procurement managers, and commercial operations teams that need document chains connected to CRM masters and Accounts settlement.
Teams create SO→Invoice→CN and PO→Bill→DN chains, optional PR→RFQ→PQ→ASN→PO procurement under app.books.procurement, and GST e-Invoice/e-Way in sandbox. Document Payment tabs query Accounts APIs; outstanding amounts update from Accounts posting helpers. GL recognition posts from Books documents in the GL module.
Create and manage sale orders (SO-) as the sales commercial document upstream of invoices
Issue tax and related invoices (INV-) with outstanding amounts updated from Accounts payment posting
Raise credit notes (CN-) against invoice flows with redemption tracked through Accounts allocations
Create purchase orders (PO-) for vendor buying workflows
Record vendor bills (BILL-) with balances refreshed from Accounts payments
Raise debit notes (DN-) linked to bill flows
Manage third-party parties/transactions (TP-) for non-customer/vendor commercial parties
PR, RFQ, purchase quotations, and ASN/supplier deliveries under app.books.procurement
GST e-Invoice and e-Way flows with sandbox IRP adapter — not claimed as production IRP certification
FY Apr–Mar overview with KPIs, AR/AP aging, trends, parties, and open documents
The SMATO Books Dashboard helps teams monitor open work and priorities before diving into hubs.
Open module page →SMATO Books Sales Management helps businesses manage Sale Orders, proforma and recurring invoices, tax invoices, and Credit Notes — while payments settle in Accounts.
Open module page →SMATO Books Purchase Management helps businesses run Purchase Orders, optional Purchase Requisitions with the procurement addon, Bills, and Debit Notes — while payments settle in Accounts.
Open module page →SMATO Procurement Management helps teams run PR/RFQ/PQ/ASN/PO inside Books — with vendor masters from CRM and payments in Accounts.
Open module page →SMATO Books Supplier Deliveries help businesses record advance shipping notices (ASN-) in the buying chain and optionally connect them to Inventory GRN when goods are received.
Open module page →With SMATO Books, related records stay linked for clearer ownership and reporting.
With SMATO Books, related records stay linked for clearer ownership and reporting.
With SMATO Books, related records stay linked for clearer ownership and reporting.
With SMATO Books, related records stay linked for clearer ownership and reporting.
SMATO Books replaces fragmented tracking with structured workflows and connected history.
SMATO Books replaces fragmented tracking with structured workflows and connected history.
SMATO Books replaces fragmented tracking with structured workflows and connected history.
SMATO Books replaces fragmented tracking with structured workflows and connected history.
Finance Managers use SMATO Books for clearer ownership, status, and day-to-day execution.
AR Clerks use SMATO Books for clearer ownership, status, and day-to-day execution.
AP Clerks use SMATO Books for clearer ownership, status, and day-to-day execution.
Procurement Managers use SMATO Books for clearer ownership, status, and day-to-day execution.
Use SMATO Books for b2b invoicing with structured records and connected follow-up.
Use SMATO Books for vendor bills and pos with structured records and connected follow-up.
Use SMATO Books for procurement rfq to po with structured records and connected follow-up.
Use SMATO Books for gst e-invoice sandbox testing with structured records and connected follow-up.
Use SMATO Books for third-party commercial txns with structured records and connected follow-up.
Choose SMATO Books when invoicing, purchasing, procurement, and GST sandbox need to sit beside CRM masters, Accounts payments, and GL — with clear product boundaries instead of claiming Books owns payments.
Unlike all-in-one books tools that blur documents and cash, SMATO Books focuses on commercial documents and leaves PAY- payments, allocations, and party ledgers to Accounts, with GL for CoA/journals/reports.
SMATO Books is commercial document software under entitlement app.books that helps businesses manage sale orders, invoices, credit notes, purchase orders, bills, debit notes, third parties, procurement addon flows, GST e-Invoice sandbox, and a Books dashboard — while payments settle in Accounts (app.accounts).
It is for Finance Managers, AR/AP clerks, procurement managers, and commercial operations teams that need document chains connected to CRM masters and Accounts settlement.
It solves fragmented invoicing and purchasing tools, email-based procurement, and confusion about payment ownership by keeping commercial documents in Books and settlement in Accounts.
Teams create SO→Invoice→CN and PO→Bill→DN chains, optional PR→RFQ→PQ→ASN→PO procurement under app.books.procurement, and GST e-Invoice/e-Way in sandbox. Document Payment tabs query Accounts APIs; outstanding amounts update from Accounts posting helpers. GL recognition posts from Books documents in the GL module.
Choose SMATO Books when invoicing, purchasing, procurement, and GST sandbox need to sit beside CRM masters, Accounts payments, and GL — with clear product boundaries instead of claiming Books owns payments.
Unlike all-in-one books tools that blur documents and cash, SMATO Books focuses on commercial documents and leaves PAY- payments, allocations, and party ledgers to Accounts, with GL for CoA/journals/reports.
Payments live in Accounts (app.accounts) with PAY- payments and allocations. Books document Payment tabs query Accounts APIs; Books does not own the payments module.
Sale orders, invoices, credit notes, purchase orders, bills, debit notes, third parties, plus procurement PR/RFQ/PQ/ASN with app.books.procurement, and GST e-Invoice/e-Way sandbox.
Shipped flows use a sandbox IRP adapter. Do not claim production IRP certification from this page.
Books document recognition posts into GL (Phase B recognition). Settlement payments auto-post separately in GL Phase A from Accounts payments.
Finance and operations teams that need AR/AP commercial documents and optional procurement in one micro-app.
SMATO Books is commercial document software under entitlement app.books that helps businesses manage sale orders, invoices, credit notes, purchase orders, bills, debit notes, third parties, procurement addon flows, GST e-Invoice sandbox, and a Books dashboard — while payments settle in Accounts (app.accounts).
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