{"id":452,"date":"2026-03-09T11:37:08","date_gmt":"2026-03-09T11:37:08","guid":{"rendered":"https:\/\/kb.rockeye.com\/sales-invoice\/?page_id=452"},"modified":"2026-04-23T07:31:18","modified_gmt":"2026-04-23T07:31:18","slug":"faq","status":"publish","type":"page","link":"https:\/\/kb.rockeye.com\/sales-invoice\/faq\/","title":{"rendered":"FAQ"},"content":{"rendered":"  <section class=\"kb-faq-section border-0 p-0 m-0\">\n          <div class=\"mb-4\">\n        <h2 class=\"kb-section-heading mb-2\">Frequently Asked Questions (FAQ's)<\/h2>\n        <p class=\"kb-section-desc\">Your Queries, Our Answers - Let's strengthen your software development<\/p>\n      <\/div>\n    \n    <!-- Tabs Navigation -->\n    <div class=\"kb-faq-tabs-container nav mb-4\" id=\"faq-tab\" role=\"tablist\">\n              <button class=\"nav-link kb-btn-pill active\" id=\"faq-tab-48\"\n          data-bs-toggle=\"pill\" data-bs-target=\"#faq-pane-48\" type=\"button\" role=\"tab\"\n          aria-controls=\"faq-pane-48\" aria-selected=\"true\">\n          Functional        <\/button>\n                <button class=\"nav-link kb-btn-pill \" id=\"faq-tab-49\"\n          data-bs-toggle=\"pill\" data-bs-target=\"#faq-pane-49\" type=\"button\" role=\"tab\"\n          aria-controls=\"faq-pane-49\" aria-selected=\"false\">\n          General        <\/button>\n                <button class=\"nav-link kb-btn-pill \" id=\"faq-tab-50\"\n          data-bs-toggle=\"pill\" data-bs-target=\"#faq-pane-50\" type=\"button\" role=\"tab\"\n          aria-controls=\"faq-pane-50\" aria-selected=\"false\">\n          Technical        <\/button>\n            <\/div>\n\n    <!-- Tabs Content -->\n    <div class=\"tab-content\" id=\"faq-tabContent\">\n              <div class=\"tab-pane fade show active\" id=\"faq-pane-48\"\n          role=\"tabpanel\" aria-labelledby=\"faq-tab-48\">\n          <div class=\"accordion kb-faq-accordion\" id=\"faqAccordion-48\">\n\n                            <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-457\">\n                    <button class=\"accordion-button \" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-457\"\n                      aria-expanded=\"true\"\n                      aria-controls=\"collapse-457\">\n                      Where do I configure exchange rates in Sales or Finance?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-457\"\n                    class=\"accordion-collapse collapse show\"\n                    aria-labelledby=\"heading-457\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Exchange rates are primarily managed in the Finance module. However, the Sales &amp; Invoicing module can either pull these rates directly from Finance or allow manual entry for flexibility during sales order creation.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-458\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-458\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-458\">\n                      How are multi-currency transactions displayed in dashboards?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-458\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-458\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Dashboards display both the base currency and the transactional currency. Key financial details\u2014such as invoice values, payments, and outstanding balances\u2014are shown in context, supporting better decision-making for international transactions.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-459\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-459\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-459\">\n                      How are customer payments tracked and reconciled?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-459\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-459\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">All payments are recorded in the Sales module and reconciled and approved in the integrated Finance module. Each payment is linked to its respective invoice, and the system updates the payment status (e.g., Paid, Unpaid) in real time for easy reconciliation and visibility.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-460\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-460\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-460\">\n                      Is inventory data synced with Sales &amp; Invoicing?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-460\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-460\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes. If the Inventory module is integrated, the Sales system pulls live inventory data during quotation and order entry. This enables accurate stock checks and avoids overcommitting available quantities.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-461\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-461\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-461\">\n                      How does delivery and invoicing work with inventory integration?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-461\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-461\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">After an order is placed, the Inventory module manages fulfillment. Upon dispatch, the system generates a delivery note (with proof of delivery) and automatically creates the associated invoice in the Sales module.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-462\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-462\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-462\">\n                      Is there version control for quotations?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-462\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-462\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes. The system supports version control for quotations, allowing users to save and reference multiple revisions, each retaining pricing, discount, and terms history for auditability.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-463\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-463\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-463\">\n                      Can we track quotation expiry ?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-463\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-463\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes. Quotations include configurable issue and expiry dates. <\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-464\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-464\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-464\">\n                      How does the system manage overdue invoices and reminders?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-464\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-464\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Overdue invoices are automatically flagged in dashboards. Notification rules can be configured to send alerts or reminders to finance and sales users based on due dates.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-465\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-465\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-465\">\n                      Is there an audit trail available for invoice changes?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-465\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-465\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes, ROCKEYE ERP maintains a detailed audit trail for all invoice-related activities, including status updates, edits, and approvals.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-466\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-466\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-466\">\n                      Can we add new fields to forms?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-466\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-466\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes. Forms can be customized to include additional fields as per business needs.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-467\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-467\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-467\">\n                      Are audit logs available for invoices?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-467\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-467\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes. All edits, approvals, and status changes are logged with timestamps and user details.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-468\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-468\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-468\">\n                      Does the system support region-specific tax compliance?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-468\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-468\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes. Tax structures such as GST, VAT, or Sales Tax can be configured according to regional laws.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-469\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-469\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-469\">\n                      How are advance payments adjusted against invoices?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-469\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-469\"\n                    data-bs-parent=\"#faqAccordion-48\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Based on the auto allocation of funds as invoice being created in the system<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                \n          <\/div>\n        <\/div>\n                <div class=\"tab-pane fade \" id=\"faq-pane-49\"\n          role=\"tabpanel\" aria-labelledby=\"faq-tab-49\">\n          <div class=\"accordion kb-faq-accordion\" id=\"faqAccordion-49\">\n\n                            <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-471\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-471\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-471\">\n                      How does the system prevent duplicate invoice numbers?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-471\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-471\"\n                    data-bs-parent=\"#faqAccordion-49\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Invoice numbering follows configured sequences per entity or fiscal year. Duplicate references are system-blocked.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-470\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-470\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-470\">\n                      How are sales returns handled?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-470\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-470\"\n                    data-bs-parent=\"#faqAccordion-49\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Sales returns can be recorded against original invoices, automatically adjusting receivables and returning stock to the warehouse.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-472\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-472\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-472\">\n                      Does the module support multi-currency transactions?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-472\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-472\"\n                    data-bs-parent=\"#faqAccordion-49\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes. Transactions can be recorded in different currencies while maintaining reporting in a defined base currency.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-473\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-473\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-473\">\n                      How are customer credit limits controlled?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-473\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-473\"\n                    data-bs-parent=\"#faqAccordion-49\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Credit limits are configured per customer, and the system evaluates total exposure before confirming new transactions.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-474\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-474\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-474\">\n                      Does the module support both product and service billing?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-474\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-474\"\n                    data-bs-parent=\"#faqAccordion-49\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes. It supports item-based billing for goods as well as service-based invoicing with applicable tax treatment.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-475\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-475\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-475\">\n                      How are delivery terms managed?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-475\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-475\"\n                    data-bs-parent=\"#faqAccordion-49\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Delivery terms and conditions can be configured and applied to sales documents.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                \n          <\/div>\n        <\/div>\n                <div class=\"tab-pane fade \" id=\"faq-pane-50\"\n          role=\"tabpanel\" aria-labelledby=\"faq-tab-50\">\n          <div class=\"accordion kb-faq-accordion\" id=\"faqAccordion-50\">\n\n                            <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-476\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-476\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-476\">\n                      Can we restrict or customize module-level visibility?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-476\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-476\"\n                    data-bs-parent=\"#faqAccordion-50\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes. ROCKEYE uses role-based access control to manage module visibility. Teams (Sales, Inventory, Finance) can operate independently or collaboratively based on user roles and security settings.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-477\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-477\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-477\">\n                      Are audit logs available for financial transactions?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-477\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-477\"\n                    data-bs-parent=\"#faqAccordion-50\">\n                    <div class=\"accordion-body\">\n                      <p><span data-sheets-root=\"1\">Yes\u2014Recent &amp; all Activities includes timestamps and user info for actions like order creation.<\/span><\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                \n          <\/div>\n        <\/div>\n            <\/div>\n  <\/section>\n  \n","protected":false},"excerpt":{"rendered":"","protected":false},"author":14,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-faq.php","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-452","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/kb.rockeye.com\/sales-invoice\/wp-json\/wp\/v2\/pages\/452","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.rockeye.com\/sales-invoice\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/kb.rockeye.com\/sales-invoice\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/kb.rockeye.com\/sales-invoice\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.rockeye.com\/sales-invoice\/wp-json\/wp\/v2\/comments?post=452"}],"version-history":[{"count":3,"href":"https:\/\/kb.rockeye.com\/sales-invoice\/wp-json\/wp\/v2\/pages\/452\/revisions"}],"predecessor-version":[{"id":3926,"href":"https:\/\/kb.rockeye.com\/sales-invoice\/wp-json\/wp\/v2\/pages\/452\/revisions\/3926"}],"wp:attachment":[{"href":"https:\/\/kb.rockeye.com\/sales-invoice\/wp-json\/wp\/v2\/media?parent=452"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}