Guide About Invoices

Overview of Invoicing
The invoicing capability offered within your CRM system supports in creating and managing your business invoices swiftly and efficiently. This built-in feature permits you to directly issue invoices to your customers or clients using the products already set up within your sub-account. By consolidating the process of invoice generation and management within your CRM platform, you can simplify your billing procedures, strengthen customer interactions, and effortlessly keep precise financial records.

Should you be utilising the invoicing feature without Stripe Connect, you can monitor your status via the following process:
1. Navigate to the 'Invoices' tab on your dashboard, here you'll find a list of invoices and their corresponding statuses.
2. Invoice filtering by status and date range is an option as well.

However, a drawback of using invoicing without Stripe Connect is the necessity for the user to manually log the payments.

1. Select "Invoices"

2. Draft

There is a specific section where you can effortlessly see the number of invoices currently in draft status, along with the total amount generated from these drafts. This presents you with a crisp overview of your impending transactions, facilitating the easy surveillance and control of your invoicing tasks. It ensures prompt finalization and enhanced fiscal monitoring for your enterprise.

3. Due

This portion exhibits the count of invoices that are pending payment and the aggregate amount stem from these due invoices. With this information at hand, organizations can proficiently trace and manage their receivables, enabling timely customer follow-ups while assuring a consistent cash influx for seamless business operations.

4. Received

In this specific area, you have the ability to see the overall quantity of invoices that have been fully paid, in addition to the cumulative sum accumulated from these transactions. This information aids businesses in effectively tracking their revenue, evaluating financial robustness, and making enlightened decisions concerning prospective strategies and expansion possibilities.

5. Unpaid/Overdue

This segment highlights the number of invoices that have exceeded their due payment dates, including the remaining balance still to be collected from these overdue transactions. Displaying such vital details allows businesses to adeptly administer their accounts receivable, spot impending cash flow problems, and implement suitable measures to recuperate the outstanding payments and sustain financial equilibrium.

Filters

You have the ability to swiftly sift through your invoices applying multiple filters to instantly locate the information you require.

6. By Date Range

To filter according to a date range, just choose starting and ending dates to display invoices within a designated time frame.

Furthermore, you have the option to filter invoices according to their status - All, Draft, Sent, Overdue, or Paid. This feature enables you to rapidly scrutinize and manage invoices at various stages of the payment cycle.

7. Click "All" Status

Choosing this option displays all the invoices generated in your CRM system.

Draft

Opting for this displays all invoices currently in Draft mode.

Sent

Utilize this option to solely display invoices that have been sent.

Overdue

This quickly reveals the number of sent invoices that are past their due dates.

Paid

Use this option when you wish to view only the invoices that have been settled.

8. Click "All" Payment Mode

Select Payment Mode Options

In addition, you also have the option to filter invoices based on the method of payment, either selecting Live or Test mode.

Live Mode

Test Mode

9. Search Bar

For more precise search results, utilize the search bar to locate specific invoices by inputting details like the invoice number, invoice name or the customer's name.

10. Click Icon to Send Feedback

11. Fill out Feedback form

By using this feature, you can share your thoughts and experiences related to the invoicing functionality of your CRM. This input is crucial for refining the system and assuring it caters to the requirements of users like you.

12. Click Icon to Access Invoice Preferences

This functionality allows you to incorporate terms and notes into your invoices, fostering a tailored and customized form of communication that matches your business's unique needs.

Business Information

Invoice Title and Terms

Due Date Settings

Custom Fields

Customer Notifications

Team Notifications

13. Click "Back"

14. Click +New Button to Create New Invoice

Employ this feature to generate a new invoice. In the following screenshot, we'll delve into each aspect of the invoice creation procedure.

New Invoice

New Recurring Template

15. Invoice Table

Displays pertinent details associated with each individual invoice.

16. Invoice Name

Presents the designated name assigned to each invoice.

17. Invoice Number

Displays the unique, system-generated number attributed to each invoice.

18. Customer Details

Displays the customer's name along with their contact information saved in your CRM system.

19. Issue Date

Indicates the date on which the specific invoice was generated.

20. Status

Displays the current status of each invoice listed; whether it's Overdue, Paid, Draft, etc.

21. Actions Menu

The Actions Menu facilitates the execution of diverse tasks related to each individual invoice item listed in your invoice management system.

Recurring Invoice

This represents an invoice.

Edit

By clicking on this button, you have the ability to modify your invoice template.

Copy Invoice Link

This feature allows you to copy the link for the chosen invoice from the list. The link will be copied to your clipboard and can be pasted wherever necessary. Providing payment links to your clients facilitates an easier payment process.