Invoices Overview

CRM for business simplifies the process of receiving payments from your clients, offering various billing methods for your convenience. Whether it’s one-time invoices or recurring ones, we’ve designed the system to be user-friendly and efficient.

To begin, navigate to the invoices page:

:: Main Menu > Sales > Invoices

From this page, you can access and perform the following actions:

(1) Create a new invoice

(2) Utilize a comprehensive filter panel to sort invoices based on criteria such as dates, categories, and statuses.

(3) Toggle the visibility of Quick Stats panels

(4) Conduct text-based searches of your invoices using the search box.

(5) Delete an invoice

(6) Modify an invoice

(7) Access additional invoice management options via the quick actions button.