Customers & revenue
Turn customer activity into
revenue you can trace
Manage the customer relationship, commercial pipeline and order journey while the financial consequence follows the business event through revenue, receivables and collection.
Customer management
Not an accounting system with a customer table attached
Accounts, contacts, opportunities, quotes and commercial activity live on the same customer master as the order, the credit decision and the receivable. There is no second customer to reconcile.
Account
Meridian Process Systems
Manufacturing · United Kingdom · Account owner assigned
Contacts
- Procurement lead — primary
- Finance contact — invoicing and remittance
- Operations contact — delivery
Recent commercial activity
- Site visit logged against the open opportunity
- Quotation issued and version locked
- Order confirmed against customer purchase order
Open pipeline
- Qualification£64,000Open
- Proposal£128,500Quote issued
- Commitment£220,400Order expected
- Confirmed order
- £186,200
- Credit limit
- £500,000
- Exposure at decision time
- £438,150
- Outstanding receivable
- £251,950
- Receivables control
- Agrees to subledger
Illustrative composition — not customer data.
The customer journey
From first conversation to recognised revenue and collected cash
The top level is what the business does. The level beneath is the governed accounting consequence SynqLedger produces at the same moment — resolving where the receivable becomes cash.
- Customer
- Opportunity
- Quote
- OrderStock committed
- FulfilmentInventory out, cost of sale
- InvoiceRevenue and receivable
- ReceivableOpen item, aged
- CollectionReceipt applied to the open item
- CashReceivable settled to cash
Customer 360
One customer. One commercial history. One financial position.
Sales activity and financial exposure meet in the same customer view, because they were never separate records to begin with.
Customer 360
The relationship and the money in one view
Orders, invoices, receivables, ageing, collections, credit exposure and commercial activity read from the same governed authorities that produce the accounts.
Commercial history
- Accounts and contacts
- One customer master
- Opportunities
- 3 open
- Quotations
- Version locked
- Orders
- 2 confirmed, 1 part-dispatched
Financial position
- Invoices raised
- £412,900
- Receipts applied
- £160,950
- Outstanding receivable
- £251,950
- Overdue (60 days+)
- £38,400
- Credit exposure
- £438,150 of £500,000
Revenue and margin
The journey does not stop when the order is won
Fulfilment draws real stock at real cost, invoicing recognises the revenue and the receivable, and collection settles it. Margin is a reading of that same chain, not a separate spreadsheet.
- 01
Order
Commercial commitment
- 02
Fulfilment
Stock issued at real cost
- 03
Revenue
Recognised against the invoice
- 04
Cost
Cost of sale released
- 05
Margin
Read from one authority
- 06
Receivable
Open item, aged
- 07
Cash
Collected and reconciled
SynqLedger Intelligence
Coming nextBecause revenue, cost, margin, receivable and cash all trace to the same governed customer record, the evidence needed to answer these questions already exists. The conversational layer that will answer them is not shipped yet.
- “Why are sales down?”
- “Which customers are driving overdue receivables?”
- “Why did gross margin fall?”
Credit and collection
Know what customers owe before taking the next order
Credit exposure is derived at the moment a decision is made, from live orders, dispatches and receivables. Credit blocks fulfilment; it never posts. Ageing and collection status are read from the receivables authority that equals the control account.
- Exposure derived at decision time — never an estimated or stale balance
- Overdue balances, ageing bands and collection status on the customer record
- Receipts applied to open items; unapplied cash stays visible until it is resolved
- Current£184,200
- 31–60 days£29,350
- 61–90 days£24,900
- 90 days+£13,500
- Customer balance
- £251,950
- Collection status
- 2 in follow-up
- Credit decision
- Exposure derived at decision time
Illustrative composition — not customer data.
Working capital
Receivables are part of the cash story, not a separate report
What customers owe sits next to what the business owes, what is held in stock and what is in the bank — measured on the same basis and drawn from the same governed evidence.
Connected across the platform
Where the customer journey hands over
Each hand-off is a governed step in the same record — not an interface between two systems.
Business outcomes
What changes for the business
See the whole customer relationship
Accounts, contacts, pipeline, quotes and orders sit with the invoices and receivables for the same customer.
Know what has been ordered, invoiced and collected
One record answers what was committed, what shipped, what was billed and what has actually been paid.
Connect revenue to the activity that created it
Every revenue figure opens back to the invoice, the dispatch and the order behind it.
See receivables before they become a cash problem
Ageing, overdue balances and credit exposure are visible at the point the next order is taken.
See the customer-to-cash journey on your own numbers
A guided walkthrough of customer management, orders, credit, invoicing and collection on one governed record.