Improve the quote-to-order cycle
Slash data-entry time. Automate invoices and recurring orders. Track your order lifecycle as it happens.
Streamline your order ecosystem
Enter orders once
Eliminate repetitive data entry and errors. Order details auto-populate wherever you need them—from fulfilment to billing and revenue accounting—ensuring consistency across the board.
Tailored workflow templates
Use pre-built templates for quotes, invoices, returns, shipping documents, and more, or drag-and-drop to design tailored workflows and complex approval hierarchies.
Comprehensive invoicing
Generate invoices from orders, auto-match payments with AI, and update statuses instantly. Easily convert pro-forma to final invoices once you've received payment.
Automated recurring orders
Maximize efficiency and reduce manual effort by scheduling transactions to occur at your preferred frequency—whether daily, weekly, or monthly.
Create precise pricing strategies
Tailored pricing
Set up flexible pricing schedules for specific customer segments or individuals. Customize based on time periods, products, or product lines.
Dynamic price modeling
Create pricing models—such as fixed, usage-based, or contracted—to fit your needs. Track all details, from price lists to product lines, in one place.
Automated revenue recognition
Simplify complex revenue recognition with scheduling templates. Automate deferred-revenue tracking from AR and Order Entry sales transactions.
Get live order-management insights
Real-time updates
Track live metrics on a single dashboard. Monitor fulfilment, sales, and inventory to spot your most profitable products and customers.
Multidimensional analysis
Explore order and sales data with robust reporting tools. Get profitability insights by product, customer, territory, and sales rep to pick up on lucrative buying patterns.
Real-time order overview
Track your order cycle live. Quickly create quotes, orders, invoices, returns, and memos—all automatically recorded for a solid audit trail.
Simplified sales tax
Navigate tax compliance confidently as your business scales. DualEntry automatically calculates and applies appropriate sales taxes across jurisdictions.
Precise subtotaling
Benefit from flexible subtotaling for more accuracy. DualEntry instantly calculates discounts and charges in connection to order-related documents.
AI dunning
Let AI analyze your payment history to tailor dunning strategies for each account, sending reminders and escalations at the right time and with the right message.
Integrate your tax and CRM providers
Simplify tax compliance and improve customer relationships with DualEntry’s native two-way integrations with leading tax-management and CRM providers, including Avalara Tax and Salesforce.
