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    Convin
    https://convin.ai › blog › order-to-cash-collection-process

    Order to Cash Collection Process in 2025: Key Steps and Strategies

    What is O2C cycle?
    Its primary objective is to efficiently acquire the necessary resources and manage supplier relationships while minimizing costs and ensuring timely payments. On the other hand, the O2C cycle concentrates on managing the process of receiving sales orders, delivering goods or services, and collecting payments.
    happay.com
    Order to Cash Process: A Step-by-Step Guide for Sale…

    The moment an order is placed, your online order management system (OMS) — such as Shopify or WooCommerce— will notify you. Depending on your OMS, specific people, teams, and systems will be notified about an order as soon as it’s submitted by a customer. Then, the rest of the order to cash process can begin. Note: Your OMS may connect with your CR...

    HubSpot Blog

    Next, manage your customer’s payment based on the method they chose to use (e.g. credit, debit, PayPal). Your ecommerce system will help you manage this part of the process as well — when the customer places the order, the system will automatically send the payment through an approval process. The system will accept or deny payment and then move on...

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    Next, it’s time to fulfill the order — meaning, locate and prepare the item for the customer who purchased it. This should be done with the assistance of your inventory management system. (Most order management software has inventory management included in the system, similar to the way Shopify and WooCommercedo.) This allows you to keep track of y...

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    Ship the order to your customer in a timely fashion so they receive it by the date you promised. Whether you do so manually or in an automated way, make sure your package is prepared for shipment using your fulfillment details to guarantee the right item is going to the correct address. By doing so, the shipment will be sent both professionally and...

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    Customer invoicing is a crucial part of this cycle to get right. A customer invoiceis a document that states the items purchased and the price at which those items were sold to a customer. Creating an invoicefor each purchase and order is how you keep track of what’s paid for and shipped to avoid monetary discrepancies. Invoicing software will help...

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