Invoices
Create and manage invoices, track payments, and handle billing for your business.
Overview
The Invoices system allows you to create professional invoices for your clients, track payment status, and manage your billing workflow. Send invoices directly to clients via email, track when they're viewed and paid, and automate payment reminders.
Creating Invoices
Quick Create
Create invoices from dashboard or from deals
Client Selection
Select from existing contacts or add new clients
Line Items
Add multiple line items with descriptions and amounts
Due Date
Set payment due dates and terms
Invoice Management
Edit Invoices
Modify invoice details before sending
Send via Email
Email invoices directly to clients
Download PDF
Download invoices as PDF for records
Print invoices for physical records
Payment Tracking
Pending
Track invoices awaiting payment
Paid
View paid invoices and payment dates
Overdue
Identify overdue invoices for follow-up
Payment History
View complete payment history per invoice
Invoice Templates
Custom Templates
Create branded invoice templates
Default Settings
Set default terms, notes, and payment methods