Invoices Overview

The Invoices module handles billing — creating invoices, tracking payments, and managing the financial side of your customer relationships. Invoices can be generated from opportunities or created standalone.

Invoices Module Overview

Invoices represent billing documents sent to clients for products or services rendered. The module supports the full invoice lifecycle from draft through payment and provides integration with external accounting systems.

Invoice Statuses

Status	Description
Draft	Invoice created but not yet sent to the client
Sent	Invoice has been emailed or delivered to the client
Partially Paid	Some payment has been received but a balance remains
Paid	Invoice is fully paid
Overdue	Payment deadline has passed without full payment
Cancelled	Invoice has been cancelled (no longer valid)
Void	Invoice has been voided (nullified after being sent)

info

Invoice status transitions follow a natural flow: Draft → Sent → Partially Paid/Paid. Overdue status is automatically applied when a sent invoice passes its due date without payment.

Creating Invoices

From an Opportunity

When managing an opportunity, you can generate an invoice directly:

1. Open the opportunity detail page.
2. Go to the Invoices tab.
3. Click Create Invoice.
4. The invoice form pre-populates with:
   • Client information from the linked account
   • Line items from the opportunity's products
   • Amount from the opportunity value
5. Review, adjust if needed, and click Save.

Standalone Invoice

1. Navigate to Invoices in the sidebar.
2. Click + New Invoice.
3. Fill in the invoice form manually (see fields below).
4. Click Save.

Invoice Fields

Field	Description
Invoice Number	Unique identifier (auto-generated or manual)
Invoice Date	Date the invoice was created
Due Date	Payment deadline
Client/Account	The organization being billed
Contact	The billing contact at the organization
Line Items	Products/services with quantities, prices, and discounts
Subtotal	Sum of line items before tax and discount
Discount	Overall discount (percentage or fixed)
Tax	Tax amount or rate
Total Amount	Final amount due
Notes	Additional notes or payment instructions
Terms	Payment terms and conditions
Status	Current invoice status
Linked Opportunity	The opportunity this invoice was generated from

tip

Always include clear payment terms and instructions on your invoices. This reduces payment delays and support inquiries about how to pay.

For managing invoices in detail, see Managing Invoices.