Invoicing through CRM–ERP integration, not alongside your ERP.

Payments don’t get lost along the way.

Online payments go through VivaWallet. If the client closes the tab or loses the connection before getting back from the payment, an automatic check asks VivaWallet directly for the status of the transaction and updates the system. No payment is left pending just because the redirect was lost.

The sync never runs blind.

Every time a sync with the ERP starts, it is recorded separately per type (invoices, payments, balances) with its own status and progress percentage.

Running

The job has started and hasn’t finished yet.

Completed

The data of this type is up to date with the ERP.

Failed

Recorded separately, so you can see which part needs another try, rather than treating the whole sync as one block.

Every contract keeps its own balance, updated every day.

Monthly or yearly, marketing, support or hosting: every contract has a type, a payment method, a status (active, inactive or suspended) and a bank of hours. The balance isn’t a static number updated whenever someone remembers. It is recalculated automatically every day from the actual billable time logged, and it respects the date the client approved the estimate when the ticket was “estimate first”.

Negative balance

If a contract drops below zero, the system immediately notifies the front office, the account owner and accounting, so you don’t find out at the end of the month.

Hosting renewal reminder

Fifteen days before a hosting contract expires, an email with the payment details goes to the client automatically; a weekly check flags the ones that have already expired.

Clients see their balance, and can clear it on their own.

The cash ledger updates itself, not in a separate file.

Every client payment credits the right account automatically, and every expense debits it. Expenses can come straight from the ERP, with no double entry. Every transaction keeps the balance it left behind, so the history can be checked line by line.

When someone counts the cash on hand, the count is compared automatically with the expected balance. If they match, it approves itself; if not, it waits for approval before the balance is corrected. No discrepancy is ever fixed silently.