DualEntry Sales
The sales side of an ERP: quotes and pricing, order processing, customer and account management, post-sale service, and sales reporting on shared master data.
DualEntry provides solid sales functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
The sales scope DualEntry ships, grouped as the product itself organises it.
Invoicing & Dunning7
Covers creating customer invoices manually, from sales orders, or on a recurring schedule, attaching supporting documents, routing them through approval, delivering them by email or API export, and running escalating dunning reminder sequences on overdue accounts.
- Invoice Creation: Manual, From SO, RecurringCreates customer invoices by hand, by converting a sales order, or automatically on a recurring schedule.
- Invoice AttachmentsAttaches supporting documents to an invoice and optionally includes them on the customer-facing copy.
- Invoice Approval RoutingRoutes an invoice through configurable approval before it can be delivered to the customer.
- Invoice Delivery & ExportSends an approved invoice by email or exposes it via API for external billing systems and customer portals.
- Recurring InvoicesTemplates a subscription or retainer invoice so a draft is generated automatically on each scheduled date.
- Invoice Creation: Manual, From SO, RecurringCreates customer invoices by hand, by converting a sales order, or automatically on a recurring schedule.
- Invoice AttachmentsAttaches supporting documents to an invoice and optionally includes them on the customer-facing copy.
- Invoice Approval RoutingRoutes an invoice through configurable approval before it can be delivered to the customer.
- Invoice Delivery & ExportSends an approved invoice by email or exposes it via API for external billing systems and customer portals.
- Recurring InvoicesTemplates a subscription or retainer invoice so a draft is generated automatically on each scheduled date.
- Dunning SequencesRuns an escalating series of automated overdue-payment reminders per customer segment, logging each communication and stopping once paid.
Will DualEntry meet your invoicing & dunning needs? Build your requirements and perform a full analysis.
Build my requirements →ASC 606 Recognition Engine3
Implements the ASC 606 five-step model end to end: contract activation requires at least one performance obligation, transaction price sums the obligation lines, SSP allocates price across obligations, and revenue posts per obligation on a straight-line, pro-rata, usage-based, or immediate schedule.
- Contract Activation & Obligation RequirementRequires at least one performance obligation on a contract before it can move from draft to active status.
- Multi-Method Revenue SchedulesGenerates a recognition schedule per obligation using straight-line, daily pro-rata, usage-based, or immediate methods, posting journal entries independent of billing dates.
Will DualEntry meet your asc 606 recognition engine needs? Build your requirements and perform a full analysis.
Build my requirements →Contracts & Usage-Based Billing3
Maintains contract records and their performance-obligation lines, and accepts usage records against contract obligations for usage-based recognition.
- Contract Record CRUDCreates, lists, and retrieves contract records and their performance-obligation lines.
- Contract Usage Record UpsertBulk-upserts usage records against a contract's obligations to drive usage-based charges and recognition.
Will DualEntry meet your contracts & usage-based billing needs? Build your requirements and perform a full analysis.
Build my requirements →Standalone Selling Price Allocation3
Allocates a contract's transaction price across performance obligations in proportion to each obligation's standalone selling price, including residual-method handling when only one obligation has observable pricing.
- Proportional SSP AllocationSplits a contract's transaction price across obligations in proportion to each item's standalone selling price, spreading any discount or premium fairly.
- Residual Method & Change-Order ReallocationAllocates remaining price via the residual method when only one obligation has observable pricing, and recalculates allocations with a catch-up adjustment when a contract is modified.
Will DualEntry meet your standalone selling price allocation needs? Build your requirements and perform a full analysis.
Build my requirements →Order Management5
Covers recording sales orders as non-posting commitments, validating customers and revenue accounts, credit-limit checks, order approval routing, tracking fulfillment and backorders, and converting fulfilled orders into invoices.
- Sales Order Creation & ValidationRecords a customer sales order as a non-posting commitment, validating the customer and revenue accounts and warning on credit-limit breaches.
- Sales Order Approval RoutingRoutes sales orders through manager or credit-analyst approval based on order size or customer standing.
- Fulfillment & Backorder TrackingTracks fulfilled versus ordered quantities across partial shipments and surfaces unfulfilled quantities as backorders.
- SO-to-Invoice ConversionConverts a fulfilled sales order into a full or partial invoice while preserving the link back to the original order.
Will DualEntry meet your order management needs? Build your requirements and perform a full analysis.
Build my requirements →Change Orders, Terminations & Renewals4
Handles contract modifications as prospective new obligations or cumulative catch-up adjustments, offers accelerated or cancel-remaining-schedule treatment on early termination, and models renewals as a fresh contract or an extension.
- Change Order Treatment (Prospective vs Catch-Up)Treats a contract modification as a new obligation recognized prospectively, or as a change to an existing obligation reallocated with a one-time catch-up adjustment.
- Contract Termination OptionsEnds a contract early by either accelerating remaining revenue to the termination date or canceling remaining schedules with no further recognition.
- Contract Renewal OptionsRenews a contract either as a brand-new contract with fresh SSP allocation, or as an extension of the existing contract recognized prospectively.
Will DualEntry meet your change orders, terminations & renewals needs? Build your requirements and perform a full analysis.
Build my requirements →Stripe Revenue Sync4
Auto-creates a DualEntry contract from a Stripe subscription using mapped product-to-item recognition rules, recognizing revenue independently of Stripe billing timing and processing upgrades, downgrades, and cancellations automatically.
- Automatic Contract Creation from StripeAuto-generates a DualEntry contract with matching billing frequency and obligations the moment a Stripe subscription is created.
- Stripe Product-to-Item MappingRequires each Stripe product be mapped to a DualEntry item with its recognition strategy and SSP before a subscription can generate a contract.
- Automatic Upgrade/Downgrade/Cancellation HandlingApplies the right ASC 606 treatment automatically when a synced Stripe subscription is upgraded, downgraded, or canceled.
Will DualEntry meet your stripe revenue sync needs? Build your requirements and perform a full analysis.
Build my requirements →Subscription Billing3
Configures recurring billing schedules on a contract, separate from its revenue-recognition timing, with usage-based charges accepted via API and contract status tracked through draft/active/completed/archived.
- Configurable Billing Frequency & Staggered StartGenerates invoices on a configurable frequency and lets billing for one line item start on a different date than the overall contract.
- Usage-Based Billing IngestionAccepts usage/consumption data via API and calculates tiered usage charges to include on the next invoice.
Will DualEntry meet your subscription billing needs? Build your requirements and perform a full analysis.
Build my requirements →Other capabilities9
- Customer Record ManagementMaintains customer master records with full CRUD lifecycle.
- Cutover Date & Accumulated RevenueSets a cutover date and a prior-recognized-revenue amount for a migrated contract so DualEntry books only the remaining unrecognized balance going forward while preserving full original contract value in reporting.
- Cash Sale RecordingRecords a point-of-sale-style transaction that posts directly to cash and revenue, skipping the invoice/payment cycle.
- Item Catalog ManagementMaintains the catalog of Good, Service, and Discount items used across orders, invoices, and bills, costed on a FIFO basis.
Will DualEntry meet your other capabilities needs? Build your requirements and perform a full analysis.
Build my requirements →The DualEntry Evaluation Kit
An independent assessment of DualEntry — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
DualEntry Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): DualEntry independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so sales sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
DualEntry Evaluation Kit
DualEntry add-ons & integrations
Extend DualEntry with best-of-breed software that integrates with it:
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Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
 | ★★★ strong | Micro and small businesses — especially project-based service firms — that want ERP breadth without an implementation project | $24.90/user/mo | Hours to days (self-serve) |
Evaluating sales on DualEntry
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
DualEntry starts at a custom quote with a typical total cost of Not publicly disclosed and a 4–12 weeks implementation.
Full DualEntry pricing breakdown →Need help evaluating DualEntry sales?
Tell us what you need it to do and we'll help you work out whether DualEntry is the right fit — and which partners have done it before.
DualEntry Sales FAQ
Does DualEntry integrate with Stripe for subscription billing?
Yes — Stripe Revenue Sync auto-creates a DualEntry contract from a Stripe subscription using mapped product-to-item recognition rules, recognizing revenue independently of Stripe's own billing timing, and processes upgrades, downgrades, and cancellations automatically.
Can DualEntry handle contract renewals and mid-term changes?
Yes — Change Orders, Terminations & Renewals treats contract modifications as prospective new obligations or cumulative catch-up adjustments, offers accelerated or cancel-remaining-schedule treatment on early termination, and models renewals as a fresh contract or an extension.
Does DualEntry send automated payment reminders to customers?
Yes — Invoicing & Dunning covers creating invoices manually, from sales orders, or on a recurring schedule, delivering them by email or API export, and running escalating dunning reminder sequences on overdue accounts.
Is DualEntry's CRM a replacement for Salesforce or HubSpot?
No — DualEntry's CRM-adjacent capability is rated moderate and centers on customer, contract, and invoicing records that feed revenue recognition, not lead or opportunity pipeline management. Sales-team CRM needs are typically met by a dedicated platform integrated alongside DualEntry.
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