Invoice System Overview

The invoicing feature integrated into your CRM system allows for efficient creation and management of invoices, simplifying the process of sending bills to clients or customers. By leveraging the products set up within your sub-account, this feature enables smooth communication with clients and supports accurate financial record-keeping, all within a single platform. This centralized approach ensures your invoicing process is streamlined and efficient.

Using Invoices Without Stripe Connect

For users who don’t utilize Stripe Connect, tracking invoice statuses can be done via these steps:

1. Navigate to the Invoices tab, where all invoices and their respective statuses will be displayed.

2. Filter invoices by status or date range to easily find what you need.

A key limitation of not using Stripe Connect is that payments must be recorded manually by the user.

Draft Invoices

In this section, users can view the total number of invoices in Draft mode and their corresponding values. This gives a clear view of pending transactions, helping to manage the invoicing workflow effectively.

Due Invoices

This area shows all invoices awaiting payment, along with their total amounts. This helps businesses monitor their outstanding payments, follow up with clients, and maintain a steady cash flow.

Received Payments

Here, businesses can view how many invoices have been paid and the total revenue collected. This insight helps with performance analysis and strategic planning for future growth.

Overdue and Unpaid Invoices

This section provides a breakdown of overdue invoices and the amount still outstanding. By highlighting this information, businesses can take action to recover payments and avoid cash flow problems.

Filtering Invoices

The filtering feature allows users to quickly navigate through their invoice list by applying various filters:

• By Date Range: Select start and end dates to view invoices within a specific timeframe.

• By Status: Filter invoices based on their status, such as All, Draft, Sent, Overdue, or Paid. This helps in managing invoices more effectively at different stages.

• By Payment Mode: Choose between Live or Test mode to view relevant invoices.

Search Functionality

The search bar allows users to find specific invoices by inputting details such as invoice numbers, names, or customer information.

Sending Feedback

Your feedback on the invoicing feature helps improve the system to better suit user needs.

Invoice Preferences

Customize your invoices by adding specific terms and notes to meet your business requirements.

Creating a New Invoice

To generate a new invoice, use the invoice creation option. The next image outlines all the steps involved in the process.

Invoice Table

The table view presents vital details for each invoice, such as:

• Name: The title given to each invoice.

• Number: A system-generated number assigned to each invoice.

• Customer Details: The customer’s name and contact information stored in your CRM.

• Issue Date: The date the invoice was created.

• Amount: The invoice total.

• Status: The current status of each invoice (e.g., Overdue, Paid, Draft).