Modulario by AMCEF
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📖 Glossary · Accounting and finance

O2C

Order-to-Cash

The process from receiving a customer order, through invoicing and delivery, to the payment being credited to the company's bank account.

What is O2C?

O2C (Order-to-Cash) is the end-to-end process on the sales side — a mirror image of P2P. It covers all steps from receiving a customer order to the payment being credited to the bank account:

  1. Order receipt (from webshop, phone, email, EDI)
  2. Customer credit check
  3. Order confirmation and inventory allocation
  4. Dispatch and delivery
  5. Invoicing (including VAT)
  6. Receivables recording
  7. Collection and payment posting
  8. Processing returns and credit notes

Key O2C process KPIs: DSO (Days Sales Outstanding) — the average number of days until a customer pays an invoice; overdue ratio and order-to-delivery time.

When it is used

O2C is the daily process of every B2B company. Weak points: inaccurate invoicing (requiring corrections), late collection (tying up cash flow), and lack of visibility for the salesperson (not knowing when the customer actually paid).

See the Invoicing module, the Warehouse module, and the Accounting module.

In Modulario

Modulario covers the O2C process by connecting CRM (orders and deals), Warehouse (reservation and dispatch), Invoicing (issuance and VAT), and Accounting (payment matching from bank statement). The dashboard displays DSO, overdue receivables, and automatically sends reminders to customers.

Specifically: after an order is confirmed in CRM, the system reserves stock in the warehouse, generates a proforma invoice, and automatically issues the final invoice with a QR payment code after dispatch. For unpaid invoices, an escalation starts according to the configured policy (1st reminder on day 7 after due date, 2nd on day 14, 3rd with a pre-legal notice on day 30), with the salesperson notified via Workflows.

Typical O2C KPIs that management should know: DSO below 45 days for B2B, overdue invoice ratio below 10% of receivables volume, and order-to-delivery below 3 days for standard items. Deviations signal a problem — typically with credit policy or logistics capacity.

Related Modulario modules

Implementing O2C in your company?

Modulario covers most B2B processes modularly — deploy only what you need now and grow gradually. Book a free consultation.

Dávid Bělousov

Dávid Bělousov

Sales Director

+421 902 826 802 sales@amcef.com
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