Get Paid Faster with Professional Invoices

Sending a professional invoice through your CRM keeps your billing and client communication in one place. You can create an invoice, send it directly to a contact, track whether it has been viewed or paid, and automatically trigger a follow-up email the moment a customer pays — without any manual follow-up on your part. This video walks through the full process of creating and sending an invoice from start to finish.

What This Video Covers

This video demonstrates how to create a new invoice, add line items and contact details, send the invoice to a customer, and track the invoice status from the invoices dashboard. The video also shows how to set up an automatic follow-up email that is sent to the customer after the invoice is paid.

The video above walks through the invoicing workflow in the CRM. It shows the invoices dashboard where all sent invoices are listed with their current status — including draft, sent, viewed, and paid. The video demonstrates how to create a new invoice by adding a contact, entering line items with descriptions and amounts, and setting payment terms. It then shows how to send the invoice to the contact by email directly from the invoice editor, and how to configure an automatic follow-up email that triggers when the invoice is marked as paid.

Related Invoice Actions

This video covers creating and sending invoices from the invoices dashboard. You can also send an invoice without leaving a contact's record. See how to send an invoice directly from a contact record to learn how invoices appear to your customers and how to send from the contact view.