How Quote-to-Cash Works — End-to-End Revenue Flow

Overview

Quote-to-Cash (Q2C) is the automated bridge between your sales process and your billing system. Once a proposal is accepted, Plenix tracks every line item through fulfilment and raises the invoice — with no manual handoffs between CRM, inventory, and accounting.

The Q2C flow

Lead → Deal → Proposal sent → Proposal accepted
  → Q2C pipeline created automatically
  → Stock reserved (if product lines present)
  → Delivery confirmed
  → Invoice auto-generated and sent
  → MRR / ARR updated

Step 1 — Proposal is accepted

When a proposal moves to Accepted status (via portal e-sign, manual update, or automation rule), Plenix immediately:

• Marks the linked deal as Won
• Creates a Q2C pipeline entry for every line item on the proposal
• Sets the fulfilment stage to Pending

Step 2 — Q2C Hub

Navigate to CRM → Q2C to see your fulfilment board. Each card represents one accepted deal moving through stages:

Stage	What it means
Proposal Accepted	Deal won, fulfilment not yet started
Stock Reserved	Inventory lines have been reserved in the warehouse
Delivered	Physical or digital delivery confirmed
Invoiced	Invoice raised and sent to client

Step 3 — Stock reservation

If the proposal includes inventory line items, Plenix deducts them from available stock in the linked warehouse. You see the reservation on the stock page — the item shows as Reserved until delivery is confirmed.

Step 4 — Delivery confirmation

Mark a Q2C card as Delivered when the service starts or hardware ships. This triggers the billing step.

Step 5 — Auto-invoice

On delivery, Plenix auto-generates an invoice copying all line items, values, and tax rates from the original proposal. The invoice is linked to:

• The originating deal (visible in the deal timeline)
• The company billing tab (appears immediately)
• The MRR dashboard (recurring lines update monthly recurring revenue)

The invoice is sent automatically if the company has an email address on file and auto-send is enabled in Billing settings.

Where to find it

• CRM → Q2C — the fulfilment kanban board
• CRM → Proposals — accepted proposals show their Q2C status
• CRM → Companies → [company] → Billing tab — all invoices including Q2C-generated ones
• Billing → MRR Dashboard — recurring lines from Q2C contracts

Key tips

• You can edit the auto-generated invoice before it sends — go to Accounting → Invoices and find it in Draft status
• If a deal has no inventory lines, Q2C skips straight from Accepted → Invoiced
• Recurring lines (e.g. monthly managed service fee) create a recurring invoice template automatically

Where to go next

• Understand the whole module → How CRM & Sales Works
• Next in this module → Add a Contact
• Create a Deal
• Manage the Sales Pipeline
• See where this fits in the bigger picture → How a Lead Becomes Cash