Order to cash

This overview presents the main steps in the invoice to cash process.

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icon-i2c-create-customerCreate a customer
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icon-i2c-create-sales-documentsCreate and release sales documents
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icon-i2c-send-sales-documentsSend sales documents
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Receive payments

Upload bank statements

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icon-i2c-dunning-processDunning process
Last modified February 19, 2026