This section covers everything you need to know about creating, sending, and managing invoices and estimates inside the CRM. Use the articles in this category to learn how to build estimates, convert them into invoices, track payments, and keep your billing organized.

Frequently Asked Questions #

What is the difference between an invoice and an estimate? #

An estimate is a proposed quote you send to a client before work begins, outlining expected costs. An invoice is a formal request for payment issued once the work or sale is finalized.

Can I convert an estimate into an invoice? #

Yes. Once a client approves an estimate, you can convert it directly into an invoice without re-entering the line items, saving time and reducing errors.

Where do I manage my invoices and estimates? #

All invoices and estimates are managed within the dedicated billing area of the CRM, where you can create, edit, send, and track the status of each document.

Can clients pay invoices online? #

Yes. Invoices can include online payment options so clients can pay directly through a secure link, with payments recorded automatically against the invoice.

How do I track which invoices have been paid? #

Each invoice displays a status such as draft, sent, or paid, allowing you to monitor outstanding balances and confirm when payments have been received.

Can I customize the look of my invoices and estimates? #

Yes. You can tailor invoices and estimates with your business details and branding so every document you send reflects your company.