Product Guides

Billing & Invoicing

Billing invoices against CRM Accounts directly — there’s no separate “customer” record to keep in sync. Every invoice belongs to an Account, and can optionally trace back to the Deal it closed from.

Invoices

Each invoice gets a server-assigned sequential number (INV-000001, …, per organization) — you never set this yourself. total, amount_paid, and amount_credited are always computed server-side from the invoice’s line items, payments, and credit notes; a balance_due field reflects what’s left (it can go negative on overpayment).

Status moves as money moves:

draft → sent → partially_paid → paid

Line items (InvoiceItem) carry quantity, price, and an optional discount percentage; taxable_value and line_total are computed, not entered. A line item can also be seeded automatically from a rebilled Expense — see Expense Management.

Payments

Recording a payment against an invoice updates its balance and status immediately — this is a manual recording flow (you record that money came in), not a live payment-gateway integration. A payment’s method and status are tracked for your records; unsettled statuses are failed, cancelled, refunded, and voided.

Credit Notes

A credit note reduces what’s owed on an invoice by a flat amount and a reason — useful for refunds, disputes, or write-offs without editing the original invoice.

Billing settings

Configure these once per organization, under Settings → Billing:

SettingWhat it controls
Tax ratesOne or more flat tax rates; one marked default
Payment termsNet-days options (e.g. Net 30); one marked default
Invoice templatesLayout/branding for generated invoices; one marked default
NumberingThe number series used per document type (invoices, credit notes, etc.)
  • CRM — invoices bill an Account, and can link back to the Deal that closed
  • Expense Management — billable expenses rebill onto an invoice as a line item
  • Data Import & Export — bulk-import invoices from a CSV/XLSX file