Complete Sales Suite 8 Modules in One

Manage Your Entire
Sales Cycle
From Quote to Cash

VBooks unifies Customers, Quotations, Sales Orders, Invoices, Delivery Challans, Payment Receipts, and Credit Notes into one seamless, UAE VAT-compliant platform — so every sale is tracked, every dirham is collected.

Sales Pipeline
November 2024
Live
Quotations48
Sales Orders31
Invoiced24
Collected19
AED 284,500
Total Revenue
79%
Collection Rate
124
Invoices Sent
Invoices Sent 124 this month ↑ 18%
Collected This Week AED 96,420 On Track
5,000+
UAE Businesses
2M+
Invoices Generated
AED 10B+
Transactions Processed
100%
UAE VAT Compliant
Complete Sales Suite

Every Sales Tool in One Place

From the first customer interaction to the final payment all 8 modules work together seamlessly, with zero double-entry.

Customers

Know Every Customer.
Never Miss a Relationship.

Build a complete 360° view of every customer contacts, transaction history, outstanding balances, credit limits, and payment behaviour all in one place.

  • Centralised Customer Profiles - Store name, address, TRN, payment terms, and credit limits for every customer.
  • Customer Ledger & Account Statements - Full account history with all invoices, payments, credit notes, and running balance.
  • Credit Limit Management - Set credit ceilings per customer and receive alerts when limits are approached or exceeded.
  • Customer Aging Report - Track overdue receivables by 0–30, 31–60, 61–90, and 90+ day buckets across your entire customer base.
  • Customer Groups & Categories - Segment customers by type, region, industry, or sales representative for targeted reporting.
  • Multi-Currency Accounts - Handle customers in AED, USD, EUR, and 150+ currencies with automatic base-currency conversion.
  • Customer-wise Sales Reports - Drill down into revenue, invoice count, payment patterns, and collection rate per customer.
Customers
CustomerOutstandingStatus
ATAl Thani Trading AED 12,400 Overdue
NRNoor Retail LLC AED 5,800 Active
DSDubai Supplies Co. AED 0 Paid
MEModern Electrics AED 3,200 Active
Quotation #QT-2024-0084 Sent
CustomerAl Thani Trading LLC
Valid Until30 Nov 2024
ItemQtyRateAmount
Office Chairs (Premium)10AED 450AED 4,500
Standing Desks5AED 1,200AED 6,000
Filing Cabinets8AED 320AED 2,560
SubtotalAED 13,060
VAT (5%)AED 653
TotalAED 13,713
Quotations

Win More Deals with
Professional Quotes.

Create stunning, branded quotations in minutes. Track acceptance, follow up automatically, and convert winning quotes to invoices or orders in one click no re-typing required.

  • Branded Quote Templates - Professional, fully customisable templates with your logo, brand colours, and terms & conditions.
  • One-Click Conversion - Convert accepted quotations directly to Sales Orders or Tax Invoices, with all line items carried across automatically.
  • Quote Validity & Expiry - Set validity periods and receive alerts before quotes expire so you never miss a follow-up.
  • Multi-Currency Support - Quote in AED, USD, EUR, or any currency with your specified exchange rates.
  • Automatic VAT Calculation 5% UAE VAT applied instantly on all taxable line items no manual calculation needed.
  • PDF Email Delivery - Send beautifully formatted PDF quotes directly from VBooks to your customer's inbox in seconds.
  • Line-Level Discounts - Apply discounts per line item or as an overall percentage, with full audit trail.
  • Quote Status Tracking - Monitor every quote: Draft, Sent, Viewed, Accepted, Declined at a glance.
Sales Orders

Track Every Order from
Placement to Fulfilment.

Never lose track of a customer order. VBooks gives you complete visibility from the moment an order is placed through to delivery with real-time status at every stage.

  • Convert from Quotation - Turn approved quotes into confirmed sales orders automatically, preserving all pricing and terms.
  • Real-Time Order Status - Track every order through Draft → Confirmed → Processing → Delivered stages visually.
  • Partial Fulfilment & Backorders - Ship partial quantities and automatically track remaining items for future deliveries.
  • Customer PO Reference - Record customer purchase order numbers for easy cross-referencing and compliance.
  • Link to Delivery & Invoice - Generate delivery challans and tax invoices directly from the sales order with one click.
  • Multiple Shipping Addresses - Support different delivery locations per order for multi-site or multi-branch customers.
  • Order-wise Profitability - Track cost vs. revenue per order to understand margin at the transaction level.
Sales Order #SO-2024-0041 Processing
Draft
Confirmed
Processing
Delivered
CustomerNoor Retail LLC
Customer POPO-NRL-8821
Order Date15 Nov 2024
Due for Delivery22 Nov 2024
Items Ordered14 units
Delivered6 units
Pending8 units
🇦🇪 UAE FTA-Compliant Tax Invoice
Tax Invoice #INV-2024-0312 Overdue
Bill ToDubai Supplies Co.
TRN100234567890003
Invoice Date01 Oct 2024
Due Date31 Oct 2024
DescriptionTaxableVAT 5%Total
Consulting ServicesAED 8,000AED 400AED 8,400
Software LicenseAED 3,500AED 175AED 3,675
Taxable AmountAED 11,500
VAT (5%)AED 575
Total DueAED 12,075
Invoices

UAE VAT Invoices.
Always Compliant. Always Fast.

Generate FTA-compliant UAE Tax Invoices in seconds. All VAT calculations are automatic, all required fields are included, and your customers get polished, professional invoices every time.

  • FTA-Compliant Tax Invoices - All required UAE FTA fields included: TRN, tax amounts, supply date, supplier info, and customer details.
  • Tax Invoice & Simplified Tax Invoice - System automatically selects the correct type based on the AED 10,000 transaction threshold.
  • Proforma Invoices - Generate proforma invoices for advance payment requests before final billing.
  • Recurring Invoices - Set up automatic invoices for monthly retainers, subscriptions, and ongoing contracts.
  • Automated Payment Reminders - Schedule email reminders at 7, 14, and 30 days overdue reducing late payments significantly.
  • Multi-Currency Invoicing - Invoice in any currency with AED equivalent shown for VAT purposes.
  • Bulk Invoice Generation - Create and email invoices to multiple customers simultaneously to save hours.
  • Invoice Status Dashboard - See all Draft, Sent, Partially Paid, Paid, and Overdue invoices in a single view.
Delivery Challan

Dispatch Goods with a
Complete Paper Trail.

Issue professional delivery challans for every dispatch. Track full and partial deliveries in real-time, capture confirmation on receipt, and convert to invoices the moment goods are delivered.

  • Linked to Sales Orders - Generate delivery challans directly from sales orders item quantities auto-populate, no re-entry.
  • Partial Delivery Support - Dispatch partial quantities and track remaining items pending for future delivery runs.
  • Driver & Vehicle Details - Capture driver name, vehicle plate number, and delivery agent information on every challan.
  • One-Click Invoice Conversion - Convert a delivered challan to a tax invoice instantly no manual data re-entry whatsoever.
  • Branded PDF & Print - Professional delivery notes with your company branding ready to hand over to the recipient on delivery.
  • Delivery Confirmation Record - Log the delivery date, recipient name, and any delivery remarks for full audit documentation.
  • Challan Status Tracking - Monitor every challan: Drafted, In Transit, Delivered, Converted to Invoice.
Delivery Challan #DC-2024-0019 In Transit
Deliver ToNoor Retail LLC
DriverAhmed Al Mansoori
Vehicle No.DXB A 45821
Dispatch Date20 Nov 2024
ItemOrderedDelivered
Office Chairs (Premium)106 ✓
Standing Desks55 ✓
Filing Cabinets80 Pending
Dispatched11 / 23 units
Pending (next run)12 units
Payment Receipt #PR-2024-0156 Received
Received FromAl Thani Trading LLC
Date18 Nov 2024
Payment Mode🏦 Bank Transfer
ReferenceTRF-8821-ATT
🏦 Bank Transfer 💵 Cash 🏧 Cheque 💳 Card
Invoice #INV-2024-0298AED 12,400
Amount PaidAED 12,400
Balance RemainingAED 0.00
Payment Receipts

Collect Payments Faster.
Track Every Dirham.

Record customer payments the moment they arrive, issue branded receipts instantly, and keep your receivables perfectly reconciled across every payment method your business accepts.

  • All Payment Modes - Cash, bank transfer, cheque, credit card, online payment all tracked in one place.
  • Partial Payment Recording - Record multiple partial payments against a single invoice with automatic running balance tracking.
  • Advance Payment Handling - Accept deposits and advance payments, then automatically allocate them against future invoices.
  • Automated Receipt Generation - Professional, branded payment receipts emailed to customers automatically upon recording.
  • Post-Dated Cheque Management - Track PDCs with due date reminders so you never miss a cheque deposit.
  • Bank Reconciliation Ready - Match recorded payments to bank statement entries for accurate, effortless reconciliation.
  • Outstanding Payment Dashboard - Real-time view of all unpaid and partially paid invoices with aging across your customer base.
Credit Notes

Handle Returns & Adjustments
the Right Way.

Issue UAE FTA-compliant credit notes for returns, cancellations, and price adjustments. Every credit note links to the original invoice and automatically updates your VAT records.

  • Linked to Original Invoice - Credit notes automatically reference the original tax invoice for complete, unbroken audit trails.
  • Partial & Full Credit Notes - Issue credits for individual returned line items or full credits for complete order cancellations.
  • Automatic VAT Reversal - VAT is reversed instantly and reflected in your next VAT return period fully FTA-compliant.
  • Apply Credit to Future Invoices - Use customer credit balances to offset outstanding invoices settled at the click of a button.
  • Customer Credit Balance Tracking - Always know each customer's available credit balance in real-time.
  • Refund Processing - Record cash refunds or bank transfers back to customers with complete documentation.
  • Credit Note Register - Full register of all issued credit notes for VAT filing and audit compliance.
VAT Credit Note FTA Compliant
Credit Note #CN-2024-0028 Issued
CustomerDubai Supplies Co.
Ref. InvoiceINV-2024-0312
ReasonGoods returned damaged
Issue Date22 Nov 2024
Original Invoice TotalAED 12,075
Credit (excl. VAT)– AED 3,500
VAT Reversed (5%)– AED 175
Net Credit IssuedAED 3,675
Credit balance applied to INV-2024-0341
Seamless Workflow

Your Complete Sales Cycle in 5 Steps

VBooks connects every stage automatically no manual re-entry, no data gaps, no missed steps. One platform, one source of truth.

01

Create Quotation

Build a professional branded quote with itemised pricing, automatic VAT, and validity period. Send as PDF with one click.

02

Confirm Sales Order

Customer accepts convert the quote to a confirmed sales order in one click. All details and pricing carry across perfectly.

03

Issue Delivery Challan

Dispatch goods with a formal delivery challan. Track partial deliveries and record confirmation when goods are received.

04

Send Tax Invoice

Generate a fully FTA-compliant VAT tax invoice from the confirmed delivery. Email to your customer in seconds.

05

Record Payment

Log payment via any method, issue a branded receipt instantly, and the invoice is automatically marked as settled.

Sales Analytics Nov 2024 ▾
Aug
Sep
Oct
Nov
AED 284,500
Revenue
↑ 23%
124
Invoices
↑ 18%
AED 41,200
Outstanding
14 overdue
Reports & Analytics

Real-Time Insights to
Drive Smarter Sales.

Stop guessing. VBooks gives you live dashboards and comprehensive reports across your entire sales cycle so you always know exactly where your business stands and what needs attention.

  • Live Sales Dashboard - Real-time revenue totals, invoice counts, collection rates, and top-performing customers at a glance.
  • Receivables Aging Report - Outstanding invoices categorised into 0–30, 31–60, 61–90, and 90+ day buckets so nothing slips through.
  • Customer-wise Sales Report - Revenue, invoice count, payment patterns, and collection rate broken down per customer.
  • Product & Service Sales Report - Identify your best-selling items and services by revenue, quantity, and margin.
  • VAT Sales Register - Complete tax sales register with all required fields ready for UAE FTA VAT return filing.
  • Salesperson Performance Report - Track targets, conversions, and revenue per sales representative.
  • Export to Excel & PDF - Download any report in Excel or PDF format with one click for sharing or offline analysis.
Connected Platform

Sales Connects with Everything

Sales Management isn't a silo. Every transaction feeds seamlessly into accounting, inventory, and VAT reporting with zero double-entry across your entire business.

Inventory Management

Stock levels update automatically when sales orders are confirmed and goods are dispatched via delivery challan.

Accounts Receivable

Every invoice and payment receipt automatically posts to your accounts receivable ledger real-time, always accurate.

VAT & FTA Filing

All sales transactions automatically populate your UAE VAT sales register making FTA return filing fast and error-free.

Financial Reports

Revenue flows directly into your Profit & Loss, Balance Sheet, and Cash Flow statements in real-time no manual entry.

Purchase Management

Link sales orders to purchase orders to drive demand-based procurement and maintain optimal stock levels.

Customer Support

Your support team instantly sees any customer's full invoice history and payment records for faster, smarter responses.

Customer Stories

Trusted by UAE Businesses

See how businesses across the UAE transformed their sales operations with VBooks.

FAQs

Common Questions

Everything you need to know about VBooks Sales Management.

Yes. VBooks generates fully FTA-compliant Tax Invoices and Simplified Tax Invoices with all mandatory UAE FTA fields TRN, tax amounts, date of supply, taxable amount, VAT amount, and total. The system automatically selects Tax Invoice vs Simplified Tax Invoice based on the AED 10,000 threshold.

Absolutely. VBooks gives you full flexibility. You can follow the complete Quote → Sales Order → Delivery Challan → Invoice workflow, or skip stages as needed. Converting a quotation directly to an invoice is fully supported with all line items and pricing carried across automatically.

Yes. You can invoice customers in AED, USD, EUR, GBP, and 150+ currencies. VBooks automatically converts foreign currency amounts to AED using your specified exchange rate for VAT reporting, so your FTA returns are always accurate and in the correct base currency.

VBooks handles partial payments fully. Each payment recorded reduces the invoice outstanding balance automatically, and the invoice status updates to "Partially Paid." You can see a complete payment history, remaining balance, and payment dates for every invoice at any time.

Yes. Credit notes in VBooks can be for the full invoice or for specific line items and quantities within an invoice. You select the items being returned, specify quantities, and VBooks calculates the credit amount and VAT reversal automatically linked to the original invoice for full traceability.

No limits. VBooks is built to scale. Whether you have 10 customers or 10,000, and issue 5 invoices or 5,000 per month, the platform handles it all. There are no artificial restrictions on transactions, customers, or documents on any paid plan.

14-Day Free Trial · No Credit Card Required

Ready to Take Control of
Your Entire Sales Cycle?

Join 5,000+ UAE businesses managing customers, quotations, invoices, deliveries, payments, and credit notes all in one VAT-compliant platform.

UAE VAT Compliant Cloud-Based 5,000+ Businesses 24/7 Support