Invoices
An Invoice is a billing document sent to a lead after a quote is accepted or as a standalone billing request.
Creating an Invoiceโ
From a Quote (recommended):
- Open an accepted quote.
- Click Convert to Invoice โ the invoice is created with the same line items.
Manually:
- Go to Sales โ Invoices.
- Click New Invoice.
- Fill in:
| Field | Description |
|---|---|
| Lead | The lead being invoiced |
| Invoice Number | Auto-generated, or enter manually |
| Issue Date | Date the invoice is issued |
| Due Date | Payment due date |
| Notes | Payment instructions or notes for the lead |
| Currency | Invoice currency |
- Add Line Items (same as a quote โ select products, set quantities and prices).
- Click Save.
Invoice Statusesโ
| Status | Meaning |
|---|---|
| Draft | Being prepared |
| Sent | Emailed to the lead |
| Paid | Payment received |
| Overdue | Due date has passed and not yet paid |
| Cancelled | Invoice voided |
Sending an Invoiceโ
- Open the invoice.
- Click Send Invoice โ emails the PDF to the lead.
- Status changes to "Sent".
Or click Copy Link to share the invoice view URL directly.
Marking as Paidโ
When you receive payment:
- Open the invoice.
- Click Mark as Paid.
- Status changes to "Paid" with the payment date recorded.
Invoice PDFโ
Click Preview PDF to see the full invoice PDF. It includes:
- Workspace branding
- Lead / company information
- Line items, subtotal, taxes (if applicable), and total
- Due date and notes
- Invoice number
Editing an Invoiceโ
Only Draft invoices can be fully edited. For sent invoices, you can add notes or mark as paid, but cannot change line items.
Overdue Detectionโ
The system automatically flags invoices whose due date has passed and status is still "Sent" โ these appear as "Overdue". You can filter the invoice list by status to quickly find overdue invoices.