Creating and Managing Invoices

Invoices are essential for tracking services rendered and collecting payments from clients. Your CRM includes a built-in invoicing tool that lets you create, customize, and send professional invoices directly to your contacts.

Creating a New Invoice

Navigate to the Payments section and select the Invoices tab. Click the New button to begin creating an invoice. You can set global terms or notes by clicking the gear icon located next to the New button.

Editing Invoice Details

You can customize several parts of your invoice:

• Sender Information: Click on the "from" text to edit your business details.
• Logo: Click on the image area to open the media library and select or upload a logo.
• Client & Invoice Data: Add the client and edit the invoice number, issue date, and due date.
• Line Items: Click Add an item to select products you've created in your Products tab. After adding an item, you can edit its price and quantity.

Applying Taxes

To add tax to an invoice:

1. Click on Tax Settings…
2. Select Add Tax.
3. Enter a name for the tax, the rate as a percentage, and an optional description or tax ID number.

Applying a Discount

You can apply a discount to the entire invoice by clicking the add discount icon.

Sending an Invoice

Once your invoice is ready, click the green button in the top-right corner to send it to your client. You can choose to send the invoice via email or text message. Use the advanced options to switch between test mode and live mode before sending.

Checking Invoice Status

All your invoices are listed in the Invoices tab, where you can see their current status (e.g., draft, sent, paid). You can filter this list by status and date range. Invoices and their related payment transactions can also be viewed in the Transactions tab under Payments.

Note: The Transactions tab is available in the updated interface of the CRM.