An invoice is an element of the CRM with information about the company, products and services, as well as an offer of cooperation. This is the next stage of work with the client after the deal creation.
You can create an invoice as a document from the item card.
Create an invoice
The main way is from the deal card.
In this case, products, contacts and companies linked to the deal will be transferred to the invoice.
You can also create an invoice from the appropriate CRM section or from a company and contact card.
Invoices have two views: Kanban and List. They are similar to the views of deals and leads.
Visually, invoices are similar to leads and deals. On the left side,there are fields with information about the invoice. On the right side, there is a timeline.
At the top of the card, there are two buttons: Document and Actions. Сlicking on them, you can form and send an invoice to the client.
- The button Actions performs the selected action with the document.
- The button Document opens the list of documents that you can create based on the invoice.
You can automate your work with invoices using triggers, robots, and business processes. Robots can generate documents according to specified templates, send emails to customers, remind employees of events, or launch business processes. Triggers can move invoices to the next stage when a customer reads an email or opens a document.