Manage sales documents, billing, collections, and payments in one connected system
From quotation to payment — every document, every invoice, every ringgit tracked without manual work.
Finance
What is RocketBoard Finance?
RocketBoard Finance helps your company manage sales documents, billing, collections, purchase documents, and payment visibility in one connected system. Instead of preparing quotations, invoices, purchase orders, and payment records separately, RocketBoard connects your finance process with CRM, inventory, workflow, delivery, and accounting systems.
Features
Browse features by category
21 features — all included, all connected.
Quotation Management
Create and manage quotations directly from RocketBoard based on products, services, materials, project requirements, custom formulas, or industry-specific calculations. Quotation history is stored under each customer profile.
- Product & service-based quotations
- Custom pricing & discount support
- Stored under customer profile
- Accepted / rejected / pending status
Invoice Management
Generate invoices from confirmed quotations, sales orders, completed jobs, recurring billing, or custom workflows — reducing manual invoice preparation and ensuring billing happens at the correct stage.
- Auto-generate from confirmed orders
- Multiple invoice types supported
- SST & e-invoice compliant
- Linked to customer & sales records
Sales Order Management
Convert confirmed quotations into sales orders so your team can track what has been officially accepted by the customer — connecting to inventory reservation, job creation, delivery planning, and invoice generation.
- Quotation-to-SO conversion
- Stock reservation trigger
- Delivery planning link
- Status tracking across teams
Purchase Order Management
Create and manage purchase orders for suppliers, generated manually or connected to inventory and procurement requirements — keeping supplier orders properly documented and traceable.
- Manual or auto-generated PO
- Linked to inventory requirements
- Supplier document storage
- PO approval workflow
Credit Note & Debit Note
Create credit notes, debit notes, refunds, adjustments, or billing corrections when needed — giving your finance team better control over changes after an invoice has been issued.
- Credit & debit note creation
- Linked to original invoice
- Refund & adjustment tracking
- Finance approval flow
Delivery Note & Supporting Documents
Generate delivery notes, order documents, billing documents, and supporting forms required for your company workflow — linked back to the customer, order, project, or invoice.
- Delivery note generation
- Document-to-order linking
- Billing support documents
- Full document trail per job
Custom Document Templates
Customize quotation, invoice, purchase order, delivery order, receipt, credit note, and statement layouts according to your company branding, document format, or industry-specific fields.
- Custom logo & branding
- Industry-specific fields
- Multiple template support
- Column & layout customization
Customer Statement of Account
Generate customer statements showing invoices, payments, outstanding amounts, credit notes, and account balance — helping customers and finance teams understand the full payment history clearly.
- Full invoice & payment history
- Outstanding balance summary
- Credit note & adjustment view
- Exportable & printable
How It Works
From trigger to done — automatically
Quotation Created
From CRM or manually
Customer Confirms
SO generated, stock reserved
Invoice Auto-Generated
SST-ready, sent to customer
Payment Recorded
Matched & reconciled instantly
Explore RocketBoard
See What Else Is In The Platform
All modules are connected — data flows between them so your team never has to re-enter information.
Ready to get started?
Cut your AR days in half
Let us show you what this looks like for your specific business.