Invoices
Invoices bill your customers for products, services, or project work.
#What it is
An invoice records what is owed, links to a customer, and tracks whether it is draft, sent, or paid.
#Key capabilities
- Create invoices for customers
- Draw on tracked project time
- Track status from draft to paid
- Keep billing tied to CRM records
#How to use it
1
Create the invoice
Select the customer and line items.
2
Send it
Share the invoice for payment.
3
Track payment
Update status as it is paid.
Tip
Create invoices from project time so billing matches the work delivered.
#Related AI departments
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