Estimates & invoices

Quoting, billing, payments and document designs.

• Estimates and invoices overviewWhat estimates and invoices are in the CRM, how their lists work, and how to set numbering and terms.
• Make and send an estimateBuild an estimate from a deal or from nothing, send it with a link the customer can accept, and turn it into an invoice.
• Invoice a customer and record a paymentMake and issue an invoice, record money you have received, and keep track of what is still owed.
• Take payment online with a payment linkConnect Razorpay or PayU, send the customer a link to pay by UPI, card or netbanking, and let the invoice update itself.
• Choose how estimates and invoices lookSet the heading, columns and pay button of the built-in design, or print and email estimates and invoices from your own Word template.
• Document templates and the Document buttonMake your own quotations, proformas, receipts and letters from a Word file or a text written in the CRM, number them, and produce them from any record.