In short
Practical guides to operational documents: what they contain, when they are required, and how they are generated automatically.
Most administrative hours in a company are not spent on decisions, but on documents: a manually filled receipt note, a delivery note that never gets invoiced, a proforma mistaken for a tax invoice, a credit note without a reference, or a bank statement matched in Excel.
Each page in this pillar explains how documents should look in practice and shows how to generate them automatically from the operation that produced them - receiving, shipping, or collection.
The CRMconnect position remains clear: documents are issued and reconciled in CRMconnect, while statutory accounting remains in your accounting software, with data transferred using pre-mapped accounts.
Goods Receipt Note (GRN)
A Goods Receipt Note (GRN) is the document used to record the arrival of goods into inventory. CRMconnect generates it automatically from scanned receipts, comparing...
Flow demodelivery note
A delivery note accompanies goods during transport when the invoice is not issued at the time of dispatch. CRMconnect generates it from the order, links it to the su...
Flow demoproforma invoice
A proforma invoice is a commercial document with no fiscal value, used to request advance payment. It is not recorded in accounting and is not transmitted to tax aut...
Flow democredit note
A credit note cancels an issued invoice, either fully or partially, using negative values or a correction document referencing the original. If the invoice has alrea...
Flow demochart of accounts
A chart of accounts is the structured list of all accounting accounts used by a company. CRMconnect does not perform full accounting, but it maps every item, partner...
Free auditbank statements and reconciliation
CRMconnect automatically retrieves bank statements via PSD2 connections, matching every transaction to the corresponding invoice. It handles partial payments and off...
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