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Invoicing Module for Concord CRM

The Invoicing module enables efficient invoice management directly within Concord CRM. Create, edit, and track invoices linked to client deals, automate deal progression when invoices are paid, and send invoice notifications by email -- all from your CRM workspace.

Key Featuresโ€‹

  • Integrated Invoices Section -- Create, edit, and track invoices related to client deals within the CRM.
  • Customizable Invoice Status Options -- Define and use multiple status labels such as Paid, Partially Paid, Pending, Overdue, and more.
  • Automated Deal Progression -- When an invoice is marked as paid, the associated deal automatically moves to the "Invoice Paid" stage in your pipeline.
  • Admin-Controlled Interface -- All invoice activities are handled by CRM operators, ensuring centralized control over billing.
  • Email Notifications and Automations -- Automatically send invoices to clients by email and receive notifications when invoices are paid.
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Since Concord CRM does not offer a client-facing portal, all invoice activities -- including creation, editing, sending, and status updates -- are handled by CRM operators on behalf of clients.

Requirementsโ€‹

Before installing the module, verify that your environment meets these requirements:

  • Concord CRM -- A working Concord CRM installation (latest version recommended).
  • PHP 8.1+ -- Required for full module compatibility.
  • Valid License Key -- Obtained from your purchase on Themesic.

Installation and Activationโ€‹

Follow these steps to install the Invoicing module on your Concord CRM instance:

  1. Download the module package from Themesic and locate the module ZIP file.
  2. Log in to your Concord CRM as an administrator.
  3. Navigate to Settings โ†’ Modules in the CRM sidebar.
  4. Click Upload Module and select the downloaded ZIP file.
  5. Once uploaded, click Activate to enable the module.
  6. Enter your license key when prompted to complete the activation.
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After activation, a new Invoices section will appear in the CRM navigation. You will also see invoicing options available within deal records.

Initial Configurationโ€‹

After installation, complete these steps to configure the module for your business needs:

1. Configure Invoice Statusesโ€‹

Navigate to the module settings and review the available invoice statuses. The default statuses include:

  • Draft -- Invoice is being prepared and has not been sent.
  • Pending -- Invoice has been sent and is awaiting payment.
  • Partially Paid -- A partial payment has been received.
  • Paid -- Full payment has been received.
  • Overdue -- Payment deadline has passed.
  • Cancelled -- Invoice has been voided.

You can customize these statuses or add new ones to match your billing workflow.

2. Set Up Email Templatesโ€‹

Configure the email templates used when sending invoices and payment notifications:

  • Navigate to the invoicing email settings.
  • Customize the subject line, body content, and formatting.
  • Include relevant merge fields (client name, invoice number, amount due, due date, etc.).

3. Configure Deal Automationโ€‹

The module can automatically advance deals in your pipeline when an invoice is marked as paid:

  • Ensure your pipeline includes an "Invoice Paid" stage (or a similarly named stage).
  • The module will automatically move the linked deal to this stage when the invoice status changes to Paid.
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If no "Invoice Paid" stage exists in your pipeline, the automatic deal progression will not work. Make sure to create this stage before relying on the automation.

4. Set Permissionsโ€‹

Under Settings โ†’ Roles & Permissions, configure which user roles can:

  • Create and edit invoices.
  • Change invoice statuses.
  • Send invoices by email.
  • View invoice history and reports.

What's Nextโ€‹

  • Usage Guide -- Learn how to create, send, and manage invoices in detail.
Support

For assistance with installation or configuration, visit the Themesic Support Ticketing Area.