CRM Invoicing Module

Create and manage invoices within your CRM

Managing invoices is a key aspect of maintaining cash flow and ensuring clients are billed accurately.

Hosted-crm.com’s Invoicing module simplifies the entire billing process, allowing businesses to generate, manage, and send invoices directly from the CRM.

Whether dealing with recurring payments or one-time charges, this module ensures that invoicing is handled efficiently.

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Automated Invoice Generation

The Invoicing module allows businesses to automate invoice creation based on completed projects, billable hours, or recurring services.

Once a task or project is finished, the system automatically generates an invoice with all the relevant details, reducing the risk of errors.

Customizable templates allow businesses to include branding, payment terms, and tax rates to ensure invoices are professional and compliant.

Recurring Invoices for Subscription-Based Services

For businesses offering subscription-based services or long-term agreements, hosted-crm.com’s Invoicing module supports recurring invoices.

Set the desired frequency, such as weekly, monthly, or annually, and the system will automatically generate and send invoices according to the schedule.

This feature saves time and ensures timely billing without manual intervention, helping businesses maintain consistent cash flow.

Multi-Currency Invoicing

Hosted-crm.com supports invoicing in multiple currencies, making it easy for businesses to bill international clients.

Currency conversions are handled automatically, ensuring accuracy across different financial systems.

This feature is ideal for companies with global clients, as it streamlines the invoicing process for businesses working with various currencies.

Online Payment Integration

Hosted-crm.com’s invoicing system integrates with popular payment gateways like PayPal and Stripe and many others, allowing clients to pay their invoices online.

Once a payment is made, the system updates the invoice status automatically, helping businesses track payments in real-time.

This integration simplifies the payment process for clients and ensures businesses get paid faster.

Invoice Tracking and Reporting

The Invoicing module includes powerful reporting tools that provide insights into outstanding invoices, payment status, and overall billing performance.

Businesses can monitor cash flow, identify overdue invoices, and send reminders to clients.
Detailed reports give businesses a clear overview of their financial health, helping them make informed decisions to improve billing efficiency.