Profit and Loss
Read posted revenue and expenses in home currency for the selected accounting period.
Turn a sales opportunity into an invoice
Follow the commercial handoff through independent invoice approval.
4 stages · 1 approval
Roles and responsibilities
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Step 1Qualify the opportunity
Lead NumberNameCompanySourceReferral
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Step 2Prepare the agreed invoice
Invoice NumberCustomerInvoice DateTotal Amount
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Step 3Approve the invoice
Invoice NumberCustomerInvoice DateTotal Amount
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Step 4Issue and deliver
Invoice NumberCustomerInvoice DateDue Date
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Qualify the opportunity
Sales Rep works an assigned lead, records the source and next action, and qualifies the prospect before conversion. Use the same conversion key on retries so the customer and opportunity remain unique. A sales estimate belongs to pipeline reporting; it cannot be treated as revenue or money received.
Prepare the agreed invoice
Bookkeeper checks customer identity, terms, dates and agreed lines, retaining effective tax and exchange-rate settings. Link the originating won opportunity when relevant. Submit the exact draft revision; a second click must not create another invoice. The preparer owns the accuracy of the source document before requesting review.
Approval required
Approve the invoice
An independent Owner reviews the submitted customer, amount, lines and policy basis. The authenticated approver must be distinct from PreparedBy. Record the revision and decision timestamp. If a material field changes, invalidate this decision and submit the revised document again. Approval authorizes issue; it does not bypass accounting validation.
Issue and deliver
The system posts a unique balanced AR, revenue and tax journal in an Open accounting period before marking the invoice Issued. Delivery runs separately and can fail while the receivable remains valid. Retry only the failed send. Sales Rep reads the issued invoice for an assigned customer; Bookkeeper retains responsibility for later cash application.
Approvals and exception handling
1 approval required in this process
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Approve the invoice
Owner signs · issue and deliver waits
Invoices, InvoiceItems
When the process needs attention
- exception A won deal must not auto-post revenue.
- exception Tax, customer or amount changes invalidate prior approval.
- reject Failed email delivery cannot repost the invoice.
Review the handoff
Agree the source identifiers and the person responsible for each transition before enabling automation. Test a normal record, a rejected decision and a retry with the same identity. Compare the final record population and accounting totals to the starting evidence. A website preview illustrates the intended work; the implementation must prove permitted actions and rejected access through the API as well as the visible page. Keep unresolved connector or policy coverage in the rollout record.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Qualify the opportunity | LeadsContactsOpportunities | Create a traceable sales handoff |
| 2 Prepare the agreed invoice | InvoicesInvoiceItemsProducts | Submit the current invoice revision |
| 3 Approve the invoice | InvoicesInvoiceItems | Authorize the exact issue revision |
| 4 Issue and deliver | InvoicesJournalEntriesAccountingPeriods | Post once and track email delivery separately |
Process reports
All reportsBalance Sheet
Read assets, liabilities, equity and current earnings from the reconciled posted trial balance.
AR Aging
Find outstanding customer balances by due-date bucket at the selected cutoff.
Pipeline Summary
Review assigned opportunities by stage with actual won and lost outcomes.
Run by an agent
Agent support
The agent cannot approve its own preparation, treat a payment request as settlement, bypass a closed period or reveal another employee’s pay. It uses the same record and field permissions as the authenticated user. Unsupported payroll or tax coverage requires a verified configuration, not a generated assumption.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› turn a sales opportunity into an invoice · qualify the opportunity on Leads, Contacts, Opportunities
✓ Sales Rep works an assigned lead, records the source and next action, and qualifies the prospect before conversion.
› turn a sales opportunity into an invoice · prepare the agreed invoice on Invoices, InvoiceItems, Products
✓ Bookkeeper checks customer identity, terms, dates and agreed lines, retaining effective tax and exchange-rate settings.
› turn a sales opportunity into an invoice · approve the invoice on Invoices, InvoiceItems
⏸ approval · waiting for the owner
# 1 more stage after approval: issue and deliver
Other processes
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Match confirmed receipts to the customer invoices they settle.
4 stages · 0 approvals
Approve and pay bills and expenses
Review the obligation and authorize the exact payout before settlement.
5 stages · 2 approvals
Run and confirm payroll
Review the calculation and track settlement for every employee.
5 stages · 1 approval
Request and approve leave
Use explicit entitlement and independent decisions for leave.
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Reconcile and close the books
Close an accounting period from reconciled evidence.
4 stages · 1 approval