Sales Insights

Collections fail between the first reminder and the first phone call. The dunning ladder sends staged messages by email, SMS and WhatsApp at the days overdue you choose, escalates to your own team, pauses for a customer on a plan — and lets a saved card pay a recurring invoice before anyone is chased.

Goods and the service that goes with them, on one invoice. Each line is labelled for what it is, the stock check reads only the stock lines, and a confirmed order never backorders a service.

The Marshall Islands passed a consumption tax in 2025 that applies to supplies made on or after 1 October 2026. Between those two dates sits every quotation, contract and recurring invoice a business raises — and almost no finance system can hold a rate and a date at the same time, including ours.

Four permissions govern who may view, create, edit and delete a proposal. There is no proposals feature — no record, no screen, no address. The permissions describe a plan, because a plan is what a permission list is made of, and buyers read it as evidence.

The unsubscribe link at the bottom of an automated email is a compliance obligation wearing the clothes of a convenience, and almost every way of making it more careful makes it worse. Here is what it does and why each step is missing on purpose.

Somebody ticked tax exempt on a customer and wanted to know it had taken effect end to end. The one-sentence test that confirms a setting is wired to behaviour, and the afternoon that verifies them across your own system.

A workspace can read its dashboards in a second currency. Every converted figure is marked, carries a note naming the rate, and is kept off every document that leaves the building — and choosing your own currency turns the whole thing off.

A credit limit is evaluated at exactly one moment. What it compares, what it snapshots onto the invoice, and what it silently clears are all worth knowing — starting with the fact that a limit of zero means no limit at all.

Some organisations have jumps in their numbering from before August 2026 — 41, then 58. The cause was a deliberate compensation for a database constraint, the compensation is gone, and the gaps have deliberately been left where they are.

Card and mobile money collection run on your own provider credentials, so the money lands in your account without passing through ours. That choice has consequences for reconciliation, for risk, and for what happens when a key stops working.

Overdue invoice reminders are gated by one clock per organisation rather than one per invoice. That decision is what stops credit control becoming a reason your customers filter your address — and it has a consequence worth planning around.

Margin is rarely lost in one bad negotiation. It is given away in a hundred small concessions nobody recorded, by people trying to close a sale — which is why the fix is structural rather than motivational.