Help · Invoicing
Invoicing
Get paid without leaving the CRM — invoice straight from an order and track what's outstanding.
Invoice from an order
Draft an invoice straight from a confirmed order — manually or from a workflow — with its own number and a frozen snapshot of the lines.
Track paid & overdue
Read each invoice's status, see overdue computed from the due date, filter the list, and mark an invoice paid when the money lands.
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