Create and send invoices in CRM
Raise an invoice for a customer or company, track its status and email it using a template.
Invoicing is included on every plan, including Free.
Create an invoice
- Open Invoices and choose to add a new invoice.
- Pick the Customer or Company you are billing.
- Set the Date, an optional Reference and any Notes.
- Under Line Items, choose Add Line and fill in the description, quantity and unit price for each line.
- Save the invoice.
The page has two tabs, Customer Invoices and Company Invoices.
Statuses
- Draft - still being prepared.
- Sent - the customer has the invoice.
- Paid - settled. Paid invoices count towards Revenue (Paid) on the dashboard.
- Cancelled - no longer valid.
Anything not yet paid counts as Outstanding on the dashboard.
Send an invoice by message
On paid plans you can email an invoice to the customer:
1. Choose Send Invoice by Message on the invoice.
2. Select a Template.
3. Send it.
Templates come from Comms, where you can change the wording and branding. See Customise your message templates in Comms.
Invoices from Inventory
When you invoice a sales order in Inventory, the invoice appears here in CRM automatically.