Invoicing

Invoicing lets you bill clients, collect payments, and track revenue directly inside your CRM. Create one-time or recurring invoices, add line items from your product catalog, apply taxes and discounts, and deliver via email or SMS. Every invoice connects to your payment gateway so clients can pay online with a few clicks.

What Invoicing Does

Invoicing handles the full billing cycle from product selection through payment collection. Access it under Payments > Invoices & Estimates.

Core capabilities

Create one-time or recurring invoices with line items pulled from your Products catalog
Apply percentage or fixed-amount discounts, configure multi-rate taxes, and split payments into installments
Deliver invoices via email, SMS, or both with Live or Test payment modes
Track invoice status across Draft, Sent, Viewed, Paid, Partially Paid, and Overdue stages
Convert accepted Estimates into invoices with a single click

Where invoices are used

Workflow Builder automation with Send Invoice and Send Recurring Invoice actions
Mobile app for field teams creating invoices on-site
Client portal where customers view, download, and pay invoices
Payments dashboard and Transactions tab for revenue tracking

Key Configuration Options

Business details: Set your logo, company name, address, and contact info under invoice settings. These details appear on every invoice automatically. Keep your logo file in your Media Library permanently to avoid broken images on older invoices.

Payment terms: Define default due date offsets like Net 30 or Due on Receipt. Payment terms set client expectations and appear prominently on every invoice.

Tax rates: Click Tax Settings at the bottom of the invoice editor to add tax rates by name, percentage, and optional description. Apply multiple tax rates per invoice when required for state and county taxes.

Recurring billing: Create recurring invoice templates with weekly, monthly, quarterly, or annual schedules. Enable auto payments to charge the client’s saved card on file automatically when each invoice generates.

Payment plans: Split large invoices into multiple installments by defining the number of payments, schedule (monthly, bi-weekly), and first payment date. The platform tracks each installment separately and marks the invoice as Partially Paid until complete.

Power Features

Workflow automation: Use the Send Invoice action to create and deliver invoices automatically based on triggers like pipeline stage changes, form submissions, or opportunity status updates. Build follow-up sequences that send reminders before due dates and escalate overdue invoices with tags, tasks, or internal notifications.

Personalized links: Generate contact-specific invoice links that pre-fill customer details and tie the transaction directly to the correct CRM record. Ideal for high-value sales where accuracy matters.

URL parameters: Append redirectUrl= and redirectIn= parameters to invoice links to control post-payment redirects with countdown timers. Use pre-population parameters like firstName=, email=, and phone= when sending links through workflows.

Invoice templates: Save reusable invoice configurations with pre-loaded line items, taxes, and footer terms. Reference templates in workflow actions to standardize billing across your team.

Mobile invoicing: Create, send, and track invoices from the mobile app with full support for line items, client selection, and real-time status syncing. Receive push notifications when invoices are viewed or paid.

Pro Tips

Connect your Stripe gateway before creating invoices so every invoice includes a working payment link from day one. Without a connected gateway, clients cannot pay online and you must record payments manually.
Build all products in your catalog first to standardize pricing, prevent entry errors, and speed up invoice creation. When prices change, update the catalog once and all future invoices reflect the new pricing.
Use recurring invoices with auto payments for clients on regular billing schedules. This eliminates manual invoice creation every month and ensures consistent cash flow.
Set up workflow-based follow-ups to automatically send reminders 3 days before the due date, on the due date, and 7 days past due. Automation prevents invoices from falling through the cracks.
Record manual payments immediately when a client pays via cash, check, or bank transfer. Prompt recording keeps records accurate and prevents sending collection reminders for already-paid invoices.

Common Questions

How do I create my first invoice?

Navigate to Payments > Invoices & Estimates, click New > New Invoice, add your client and line items, then click Send. Make sure your payment gateway is connected first so clients can pay online.

Can I use invoicing without Stripe Connect?

Yes, but clients will not have an online payment option. You will need to manually record all payments as they come in through other channels like cash, check, or bank transfer.

How do I add taxes to an invoice?

Click Tax Settings at the bottom of the invoice editor, then click Add Tax. Enter the tax name, rate percentage, and optional description. The tax rate becomes available on all future invoices.

How do recurring invoices work?

Create a recurring invoice template with your desired billing frequency. The platform automatically generates and sends invoices on schedule. Enable auto payments to charge the client’s card on file automatically.

Can I edit an invoice after sending it?

No. Once an invoice is sent, it is locked to maintain billing integrity. If you need to make changes, void or cancel the original invoice, then create and send a corrected version.