Creating Invoices

CRM for business offers effortless management of your invoices, allowing you to generate both one-time and recurring invoices. The following sections will guide you through the process of creating each type of invoice.

Creating An Invoice

Initiating a new invoice can be done by selecting either the (1) Quick Add icon or the (2) Add Invoice Button.

Publishing an Invoice

Your invoice remains in “Draft” status until you decide to publish it. Publishing an invoice makes it visible to your client and automatically sends them an email notification.

To publish an invoice, refer to the image below:

Creating A Recurring Invoice

The process of creating a recurring invoice starts with the steps shown above (i.e creating a regular invoice). Once the invoice has been created, you will then have the option to make it a recurring one.