Compliance Built for Revenue and Sales Workflows
Customer Accounts Establish the Relationship
Account and customer information provides essential context when a sales transaction progresses toward an E-invoice.
Quotes Define the Commercial Details
Relevant quoted products, quantities, prices, and customer information can provide useful source data for invoice preparation.
Orders Confirm the Transaction
Sales order information can establish the transaction details needed when an electronic invoice is generated for processing.
Products Shape the Document
Product names, quantities, and applicable transaction details can be carried from the sales record into invoice preparation.
Sales Teams Keep Their Context
Customer-facing teams can continue working with their Dynamics 365 Sales records while invoice processing takes place through the workflow.
Closed Deals Become Financial Records
Completed sales activities can move from customer relationship management into a structured electronic invoicing process.
The Sales Lifecycle Behind Philippines e-Invoicing
- A Prospect Becomes a Customer: Leads and customer relationships are managed within Dynamics 365 Sales as the sales cycle develops.
- An Opportunity Takes Shape: Products, customer information, commercial details, and other opportunity information are recorded.
- A Quote Defines the Offer: Relevant items and transaction information are organized as the opportunity progresses.
- An Order Confirms the Sale: Applicable order information serves as the primary source for invoice preparation.
- Invoice Information Is Prepared: Customer, product, quantity, tax, and transaction details are organized for electronic invoicing.
- The Completed Record Enters Compliance: The invoice proceeds through the connected Philippines electronic invoicing process supporting applicable BIR requirements.
Where Advintek Fits After the Sale Is Made
Dynamics 365 Sales manages the customer journey from lead development through opportunities, quotes, and orders. Advintek connects the relevant sales information at the appropriate transaction stage with Philippine electronic invoicing, helping businesses move from completed sales activity into applicable BIR processes.
- Accounts and contacts provide the commercial context.
- Opportunities and quotes capture the developing transaction.
- Relevant order and product information establishes the completed sale.
- Advintek carries applicable information into the Philippines compliance.
A More Connected Experience for Sales and Finance
- Customer Context Carries Forward — Account and customer information can remain associated with the transaction when sales activity moves into invoice preparation.
- Quoted Information Has a Clearer Next Step — Relevant product and commercial details can provide source information for the resulting invoice.
- Orders Become Useful Financial References — Sales orders can provide a recognizable starting point for reviewing invoice-related transaction details.
- Sales and Finance Work From Shared Data — Customer-facing and financial teams can reference information originating from the same Dynamics 365 Sales transaction.
- Completed Deals Become Easier to Follow — Teams can trace invoice information back through the sales process when reviewing a transaction.
- Customer Operations Stay Focused — Sales teams can continue managing relationships while the connected invoicing workflow handles the applicable compliance process.
Complete Control Over Philippines E-Invoicing Workflows in One Platform
Account Information Matching
Associates relevant customer and account information with the transaction being prepared for electronic invoicing.
Order Detail Verification
Reviews applicable product, quantity, customer, and transaction information before invoice processing continues.
Quote-to-Order Reference
Maintains useful connections between commercial sales information and the order supporting invoice preparation.
From Customer Relationships to BIR-Compliant Documentation
Sales teams build transactions through a series of customer interactions, opportunities, quotes, and orders. Advintek connects the relevant completed sales information with Philippines electronic invoicing, helping businesses preserve customer context while moving transaction data into the applicable BIR process.
- Carries sales information into electronic invoicing
- Connects customer records with transactions
- Keeps order information available for reference
- Supports applicable BIR requirements
Give Every Completed Sale a Clear Compliance Route
Connect relevant Dynamics 365 Sales account, quote, customer, and transaction information with an E-invoicing process designed around applicable Philippines BIR requirements.
Working with another ERP, finance platform, CRM, ecommerce system, or business application alongside Microsoft Dynamics 365 Sales? Advintek supports flexible Philippines e-invoicing integrations across connected environments.
Ready e-Invoice System
Frequently Asked Questions Microsoft Dynamics e-Invoicing Philippines
Which Dynamics 365 Sales records can contribute to e-invoicing?
Depending on the configured workflow, accounts, contacts, opportunities, quotes, orders, products, and transaction information can support electronic invoice preparation.
Can sales orders be used as the basis for invoices?
Yes. Relevant sales order information can provide the customer, product, quantity, and transaction details required for invoice preparation.
Can quote information carry into the invoice workflow?
Where applicable, relevant quote information can provide useful commercial context before the transaction progresses to an order and invoice.
Will customer information remain associated with the invoice?
Yes. Relevant account and customer information can remain connected with the transaction and resulting invoice record.
How does Advintek support BIR requirements for Dynamics 365 Sales?
Advintek connects relevant sales transaction information with an electronic invoicing workflow designed around applicable Philippines BIR requirements.
