Presentation path
Demo Guide
A recommended click path for telling the Powersoft365 product story from executive overview to Cyprus VAT and audit readiness.
Scenario A: New ERP client
Catalog -> Offer -> Portal acceptance -> Commercial agreement
Open scenario
Scenario B: Failed auto-charge
Billing run -> Invoice -> Payment failure -> Notification
Open scenario
Scenario C: Cancellation with approval
Customer portal request -> Manager approval -> Audit
Open scenario
Scenario D: One-time billing import
Load sample import -> Validate rows -> Draft invoices
Open scenario
Recommended presentation flow
Use this sequence to show sales, finance, operations, customer portal and compliance stakeholders the same product story.
Open Dashboard
Show the business overview, MRR, VAT exposure and alerts.
Open Catalog Bundles
Show ERP Standard Package defaults and margin separation.
Open Customers
Choose a demo customer and show VAT/payment readiness.
Create or open an Offer
Show item, plan, bundle and manual commercial lines.
Show internal offer view
Point out cost, margin, price notes and metadata.
Open customer portal offer
Customer-safe view hides internal values.
Accept the offer
Simulate customer acceptance and logged notification.
Convert to commercial agreement
Create recurring billing from accepted commercial terms.
Show commercial agreement
Explain First Invoice Date, Billing Cycle, auto-charge and overrides.
Run billing
Validate due customers before invoices are generated.
Generate invoice
Show draft/finalized invoice lifecycle and source trace.
Simulate auto-charge
Show one success and one failed payment attempt.
Show partial payment
Open invoice payment allocation and instalment schedule.
Show cancellation approval
Request cancellation requiring manager approval.
Show notifications
Review simulated email log, templates and trigger rules.
Show audit trail
Inspect full event history and correlation details.
Show Cyprus settings
Close with VAT, payment, approval and Peppol/UBL readiness.
Core presentation message
Powersoft365 is a Cyprus-first, ERP-native, multi-tenant billing platform for offers, subscriptions, recurring billing, one-time imports, automatic charging, partial payments, cancellations, notifications and full audit.