Invoice Overview
Invoice functionality within your CRM allows you to generate and manage invoices for your business seamlessly. This integrated feature enables you to issue invoices directly to your customers or clients, utilizing the products that you have established in your sub-account. By centralizing invoice creation and management within your CRM system, you can streamline your billing process, enhance customer communication, and maintain accurate financial records with ease.
- If you are using invoicing without Stripe Connect you can view your status through these steps:
1. Go to the Invoices tab where you will see the list of invoices and their statuses.
2. You can filter the invoices by status and date range as well.
- The limitation to using invoicing without Stripe Connect is that the user will need to manually record the payments.
Draft
You can conveniently view the count of invoices currently in draft mode, as well as the cumulative sum generated from these invoices, in the designated section. This provides you with a clear snapshot of your pending transactions, allowing you to easily monitor and manage your invoicing process, ensuring timely completion and improved financial tracking for your business.
Due
This section displays the quantity of invoices awaiting payment and the combined value derived from these outstanding invoices. By presenting this information, businesses can effectively track and manage their accounts receivable, facilitating prompt follow-ups with customers and ensuring a steady cash flow for smooth operations.
Received
In this particular section, you can view the total count of invoices that have been successfully paid, along with the accumulated amount received from these transactions. Having access to this data enables businesses to efficiently monitor their income, assess financial performance, and make informed decisions regarding future strategies and growth opportunities.
Unpaid/Overdue
This section presents the quantity of invoices that have surpassed their payment due dates, as well as the outstanding balance yet to be received from these overdue transactions. By displaying this crucial information, businesses can effectively manage their accounts receivable, identify potential cash flow issues, and take appropriate actions to recover the pending payments and maintain financial stability.
Filters
You can easily filter your invoices using various criteria to quickly access the information you need.
By Date Range
To filter by date range, simply select from and to dates to view invoices within a specific calendar period.
By Status
Additionally, you can filter invoices based on their status, such as All, Draft, Sent, Overdue, or Paid. This allows you to quickly review and manage invoices in different stages of the payment process.
- All- When selected, this option will show all of the invoices you have created in your CRM location.
- Draft- Selecting this option will open up all of the invoices that are in Draft mode.
- Sent- Use this when you want to view only sent invoices.
- Overdue- Quickly see how many of the sent invoices are overdue for payment.
- Paid- Use this when you want your system to show the invoices that are "Paid".
Payment Mode
You can also filter invoices by payment mode, choosing between Live or Test mode.
Search Bar
To further refine your search, use the search bar to find specific invoices by entering details such as the invoice number, invoice name, or customer name.
Sending Feedback
Utilizing this feature, you can provide your insights and opinions regarding your experience with the invoicing functionality of your CRM. This feedback is valuable for enhancing the system and ensuring it meets the needs of users like yourself.
Invoice Preferences
This feature enables you to include terms and notes within your invoices, allowing for personalized and customized communication tailored to your business's specific requirements.
Creating New Invoice
Use this option to create a new invoice. In the next screenshot, we will go through each and every element of the Invoice creation process.
Invoice Table
Shows useful information related to each invoice.
Name
Shows the name you have given to each Invoice.
Number
Shows the system-generated number for each invoice
Customer Details
Shows the customer name and the contact information you have saved in your CRM.
Issue Date
Shows the date when the particular invoice was created.
Amount
See the amount for each of the Invoices in the list.
Status
Shows the status of each invoice in the list; Overdue, Paid, Draft, etc.
Actions Menu
The Actions Menu allows you to perform various tasks for individual invoice items listed in your invoice management system.
- Recurring Invoice:
This is an invoice
1. Edit
You can edit your invoice template by clicking on this button.
2. Copy Invoice Link
Lets you copy the link for the selected Invoice in the list. The link will be copied to the clipboard which can be pasted wherever required. Sharing payment links with the client helps them make the payment more conveniently.
3. View Recurring Invoice
You can view your invoice template by clicking on this button.
4. Downloading Invoice
Lets you download the selected Invoice to your local computer store.
5. Clone
Use this to duplicate one of the invoices so you don't have to start from scratch.
- One-time Invoice
1. View
You can view your invoice template by clicking on this button.
2. Downloading Invoice
Lets you download the selected Invoice to your local computer store.
3. Clone
Use this to duplicate one of the invoices so you don't have to start from scratch.
