Invoice functionality within your CRM allows you to seamlessly generate and manage invoices for your business. This integrated feature enables you to issue invoices directly to your customers or clients, utilizing the products you have established in your sub-account. The invoicing dashboard offers real-time multi-currency support, ensuring accurate financial insights by converting invoice values from multiple currencies into your account’s base currency before displaying the stats on the dashboard.

By centralizing invoice creation and management within your CRM system, you can streamline your billing process, enhance customer communication, and easily maintain accurate financial records.

If you are using invoicing without Stripe Connect, you can view your status by going to the Invoices & Estimates tab > All Invoices, where you will see the list of invoices and their statuses.

Note: The limitation to using invoicing without Stripe Connect is that the user will need to record the payments manually.

Creating a New Invoice #

Use this option to create a new invoice.

• One-time Invoice: To create a one-time invoice, click on the +New button and then click New Invoice.
• Recurring Invoice: An invoice that allows you to schedule the billing of a customer regularly.

Navigating Invoices #

• Draft: View the count of invoices currently in draft mode, as well as the cumulative sum generated from these invoices, giving you a clear snapshot of pending transactions.
• Due: Displays the quantity of invoices awaiting payment and the combined value of these outstanding invoices, helping you track accounts receivable.
• Received: View the total count of invoices that have been successfully paid, along with the accumulated amount received.
• Unpaid/Overdue: Presents the number of invoices that have surpassed their payment due dates and the outstanding balance yet to be received.

Invoice Filters #

Filters allow you to quickly narrow down your invoice list to find exactly what you need.

• By Date Range: Select from and to dates to view invoices within a specific calendar period.
• Search Bar: Find specific invoices by entering details such as the invoice number, invoice name, or customer name.

Clicking the FILTER dropdown button reveals two options: Invoice Status and Payment Mode.

By Invoice Status #

• All: Shows all of the invoices you have created in your CRM location.
• Draft: Opens all invoices that are in Draft mode.
• Sent: View only sent invoices.
• Overdue: Quickly see how many sent invoices are overdue for payment.
• Payment Processing: View invoices currently being processed for payment.
• Paid: Show invoices that are paid.
• Partially Paid: Displays invoices partially paid but still with an outstanding balance.

By Payment Mode #

You can also filter invoices by payment mode, choosing between Live or Test mode.

Invoice Table #

This shows useful information related to each invoice:

• Name: The name you have given to each invoice.
• Invoice Number: The system-generated number for each invoice.
• Customer Details: The customer name and contact information saved in your CRM.
• Issue Date: The date when the invoice was created.
• Amount: The amount for each invoice in the list.
• Status: The status of each invoice, such as Overdue, Paid, or Draft.

Actions Menu #

On the right side of your preferred invoice, click the three-dotted button to reveal a dropdown menu containing:

• Edit: Change details such as item descriptions or amounts before sending a draft invoice. Note: you can only edit invoices saved as drafts that are due in the future.
• Copy Link: Copy the link for the selected invoice to the clipboard so you can share a payment link with the client.
• View Recurring Template: View your invoice template.
• Download: Download the selected invoice to your local computer.
• Void: Mark the invoice as non-collectible and change the status to void.
• Clone: Duplicate an invoice so you don’t have to start from scratch.
• Convert to Template: Turn a completed invoice into a reusable template for future use.
• Record Payment: Mark an invoice as paid once you receive payment, by card or by manually entering cash, check, or other methods.

To wrap it up, the invoice feature in your CRM makes billing straightforward and efficient, allowing you to keep your cash flow steady and strengthen your customer relationships.

Frequently Asked Questions #

What is the real-time multi-currency feature? #

The dashboard supports real-time currency conversion, converting all invoices into the sub-account’s base currency before collating totals for accurate stats.

How does real-time currency conversion work? #

If your base currency is USD, any invoices in other currencies like CAD are converted to USD in real time using current exchange rates, ensuring accurate dashboard stats.

Where can I see the real-time multi-currency stats? #

Navigate to the Invoices & Estimates dashboard to view the updated, currency-converted stats.

Can I use invoicing without connecting Stripe? #

Yes, but you will need to record payments manually. You can still view invoice statuses under Invoices & Estimates > All Invoices.

Which invoices can I edit? #

You can only edit invoices that are saved as drafts and due in the future. Sent invoices cannot be edited directly.

What does voiding an invoice do? #

Voiding marks the invoice as non-collectible and changes its status to void, removing it from your expected receivables.