How to Run the Quote-to-Cash Pipeline

Prerequisites

• A deal marked as Won with a linked accepted proposal
• At least one billing or product line item on the proposal

Step 1 — Open the Q2C board

Go to CRM → Q2C. You will see a kanban board with four columns:

1. Proposal Accepted
2. Stock Reserved
3. Delivered
4. Invoiced

Newly won deals appear automatically in the Proposal Accepted column.

Step 2 — Reserve stock (if applicable)

If the deal includes hardware or inventory items:

1. Open the Q2C card
2. Click Reserve Stock
3. Choose the warehouse and confirm quantities
4. The card moves to Stock Reserved

If the deal is services-only (no physical goods), click Skip to Delivery.

Step 3 — Confirm delivery

Once the service has started or hardware has shipped:

1. Open the card in Stock Reserved (or Proposal Accepted for services-only)
2. Click Mark as Delivered
3. Enter a delivery date and optional reference number
4. The card moves to Delivered

Step 4 — Invoice generation

Delivery triggers automatic invoice creation:

1. Plenix creates a draft invoice copying all line items from the proposal
2. The invoice appears in Accounting → Invoices with status Draft
3. Review and adjust if needed, then click Send
4. The Q2C card moves to Invoiced

Auto-send

If Auto-send on delivery is enabled in Billing → Settings, Plenix skips the Draft step and sends immediately.

Step 5 — Verify in billing

After the invoice is sent:

• It appears on the Company → Billing tab
• Recurring lines create a Recurring Invoice template automatically
• Monthly revenue updates on the MRR Dashboard

Tracking Q2C status from the deal

Open any won deal in CRM — the detail panel shows the current Q2C stage and a link to jump straight to the Q2C card.

Common issues

Problem	Fix
Card not appearing in Q2C	Confirm the deal is marked Won and has a linked proposal in Accepted status
Invoice missing line items	Check that the proposal has billing line items (not just descriptive text rows)
Stock reservation fails	Verify stock is available in the selected warehouse

Where to go next

• Understand the whole module → How CRM & Sales Works
• Next in this module → How to Manage Campaigns in the Campaigns Hub
• How a Lead Becomes Cash
• How Quote-to-Cash Works — End-to-End Revenue Flow
• See where this fits in the bigger picture → How a Lead Becomes Cash