Order to Cash

From handshake to cash.

Quote it, sign it, bill it, collect it — one thread through your books. Orders freeze into contracts, contracts draft their own invoices, and revenue burndown and deferred schedules stay live the whole way.

The deal is signed. Now where does it live?

For most teams the answer is five places: the proposal in a doc, the signed PDF in email, the billing schedule in a spreadsheet, the hours in another spreadsheet, and the invoices in an accounting tool that never heard about any of it.

Deals live in documents

The executed contract sits in someone's inbox. The books only find out when an invoice gets typed in by hand — or doesn't.

Billing from memory

Someone remembers to invoice each contract every month. Deferred revenue lives in a spreadsheet that's right until it isn't.

No forward view

You can see what you've billed, but not what's about to bill — so revenue and cash always arrive as a surprise.

01 — Pipeline

Quote → order → contract. One thread from handshake to cash.

Draft an order form from your catalog, send it, and watch it move: sent, signed, countersigned — then frozen into a live contract that carries its own billing terms. Every line knows how it bills.

app.ondayzero.com/books?section=orders

Orders

Draft, send, and sign order forms that freeze into contracts
Demo
Draft1
Peak & Pantry
Gift-box program · $5,800.00 / period
Sent1
Meridian Grocers
Co-op resupply · $7,950.00 · awaiting signature
Signed1
Blue Door Café
Café wholesale + prepaid hours · awaiting countersign
Countersigned1
Summit Provisions
Annual wholesale agreement · contract activated

Billing rules per line

Flat, per-unit, recurring, usage-metered, or prepaid hour blocks — with ramp schedules for recurring lines that step up over time.

Built from your catalog

Lines come from shared catalog items and bundles, tied to the customer and project, so naming and pricing stay consistent.

Freeze into a contract

Countersigning locks the order and activates the contract — terms, cadence, and value carried over exactly as signed.

02 — Contracts

Contracts that keep score.

Every live contract tracks billed vs earned, a burndown against total value, and a deferred revenue schedule — with a deferred revenue waterfall report when the auditors ask. Prepaid hour blocks track hours bought, used, and remaining.

app.ondayzero.com/books?section=contracts

Summit Provisions — Annual wholesale agreement

Net 30 · billed monthly
Active — billing

Contract value

$223,200

12 monthly periods

Billed to date

$111,600

6 of 12 periods

Deferred remaining

$9,300

earned $102,300

Burndown — billed vs contract value50%
·Next auto-draft · Jul 10Period 7 of 12$18,600.00
·July 2026Deferred → recognized$3,100.00
·August 2026Deferred → recognized$3,100.00
·September 2026Deferred → recognized$3,100.00

Revenue burndown

Billed-to-date against contract value, per contract and per line — including hours burndown on prepaid blocks.

Deferred revenue schedules

See what's been collected but not yet earned, and when it releases — plus a waterfall report of recognition over time.

Cadence & terms

Billing cadence and default net terms drive when each period drafts; pause, resume, or complete a contract without losing history.

03 — Sign & Checkout

E-signature to executed contract, in one sitting.

Send the order out for e-signature and track the envelope from your books: sent, signed, declined-and-resent. Nudge signers with built-in reminders, capture the executed copy, countersign — and the contract goes live with its first invoice drafted.

app.ondayzero.com/books?section=sign-checkout

Sign & Checkout

Blue Door Café — café wholesale + prepaid hours
Demo
1Order sent for e-signatureJun 25Sent
2Customer signedJun 27Signed
3CountersignedJun 28Executed
4Contract activated · first invoice drafted$3,150.00Active

E-sign from the order

One click sends the envelope; status and timestamps track right on the order, with signer reminders when things stall.

Executed copy captured

The signed document attaches to the order — or upload a copy signed offline. Either way the paper trail lives with the deal.

Countersign → activate

Countersigning activates the contract and starts the billing clock — no re-keying between the deal and the books.

04 — Scheduled Invoices

Invoices that draft themselves — and wait for you.

DayZero projects every upcoming auto-draft — from recurring templates and contract billing periods — before it materializes, so you can see next month's billing today. Contract-drafted invoices land in a review queue: approving books revenue, and nothing emails a customer without you.

app.ondayzero.com/books?section=invoice-review

Scheduled invoices

Upcoming auto-drafts — recurring templates + contract periods
Demo

Scheduled (30d)

$39,950

4 auto-drafts

Next auto-draft

Jul 4

Harvest Market

In review

2

drafts awaiting approval

Harvest MarketMonthly
Next · Jul 4$12,400.00
Summit ProvisionsContract
Next · Jul 10$18,600.00
Blue Door CaféMonthly
Next · Jul 15$3,150.00
Peak & PantryContract
Next · Jul 22$5,800.00

Forward-looking schedule

Upcoming auto-drafts from recurring templates and contract periods, with dates and amounts, before any invoice exists.

Review before send

Contract-drafted invoices queue for approval. Approving marks them open and books revenue — sending is a separate, deliberate step.

Earned vs deferred, per invoice

Label each contract-linked invoice's revenue treatment — earned or deferred — and track it alongside paid status.

05 — Hours & Change Orders

Services billing without the spreadsheet sidecar.

Hours flow in from the client portal, the Slack /hours command, and email replies into one cross-contract approval queue. Approve, correct, or return them — approved hours burn down prepaid blocks and recognize deferred revenue as they go. When scope changes, a change order amends the contract through the same sign flow.

app.ondayzero.com/books?section=hours-approval

Hours Approval

Cross-contract queue of pending drawdowns
Demo
12.5 h — Blue Door Café
Prepaid block · via Slack /hours · Jun 30
Pending
6 h — Summit Provisions
Client portal · Jun 29
Pending
4 h — Meridian Grocers
Email reply · Jun 28
Approved
Change order — Blue Door Café
+20 h prepaid block · versioned amendment v2
Awaiting signature

Inbound hours, one queue

Portal, Slack, and email submissions land in a single pending-drawdown queue with per-entry approve, correct, or return.

Burn that books itself

Approved drawdowns draw against prepaid hour blocks — recognizing deferred revenue as the hours burn.

Versioned change orders

Amendments that adjust contract value or hours, drafted, sent, signed, and countersigned like the original order.

06 — Webhooks

Your systems hear about it the moment it happens.

Subscribe an endpoint to the events that matter — order.countersigned, contract.activated, invoice.sent, payment.received, and more. Payloads are HMAC-signed, and every delivery is logged with attempts, response codes, and automatic retries with backoff.

app.ondayzero.com/books?section=o2c-webhooks

Webhooks

Recent deliveries — HMAC-signed payloads
Demo
·payment.receivedHarvest Market · $12,400.00 · Jul 1200 · delivered
·invoice.sentSummit Provisions · $18,600.00 · Jun 30200 · delivered
·contract.activatedBlue Door Café · Jun 28200 · delivered
·drawdown.approvedBlue Door Café · 12.5 h · Jun 30Retrying · attempt 2

Seven O2C events

From order.countersigned through payment.received — pick the events each endpoint should receive.

Signed payloads

Each endpoint gets an HMAC signing secret (shown once, at creation) so your systems can verify every delivery.

Delivery log & retries

Per-delivery status, attempt counts, and HTTP response codes — failed deliveries retry automatically with backoff.

For services firms & advisors

Contracts and the ledger, finally in the same room.

Retainers, prepaid blocks, and annual agreements stop being a reconciliation project. The contract, its burndown, its deferred revenue, and its invoices live where the books live — so month-end is a review, not an archaeology dig.

Deferred revenue you can defend
Schedules and a waterfall report straight from the contracts — not a spreadsheet that drifted from reality in March.
Billing that runs itself
Contract periods draft on cadence and queue for review — every client billed on time, nothing sent unseen.

From signed deal to settled cash — on one thread.

Send the order, collect the signature, and let contracts draft, defer, and recognize on schedule.