In ClearCRM, invoices are more than just documents—they represent a formal request for payment and typically mark the final stage of your sales journey.
An invoice usually follows:
An Estimate (your initial cost outline)
A Proposal (a formal offer)
A Contract (a signed agreement)
You don’t have to follow every step, but when you do, invoices help you neatly close the loop and get paid.
From the left-hand navigation menu, go to Sales > Invoices. This brings you to a clean, searchable table of your issued invoices.
The table includes:
Invoice Number
Total Amount
Tax Amount
Issue Date and Due Date
Customer
Related Project
Status (Paid, Unpaid, Partially Paid, Overdue, Draft)
You can also:
Search, filter, or bulk export invoices as PDF using the toolbar
Click New Invoice to open the invoice creation page. From here, you can:
Select a customer from your CRM
Assign an invoice number
Set issue and due dates
Add line items—these could be products, services, hours worked, or any other billable items
When you're done:
Save as Draft if you need to review later
Save and Send immediately or schedule it for later
Some invoices may not show a Delete option in their menu, and they also won’t be removed if you try to mass-delete them. This is due to a system setting.
To allow full invoice deletion:
Go to Setup > Settings.
Under the Finance category, click Invoices.
Find the option Delete invoice allowed only on last invoice and set it to No.
Scroll down and click Save Settings.
After this, all invoices will be fully deletable.
Every invoice you send contributes to a detailed financial history with your customer. It also:
Keeps your billing process transparent
Ensures team visibility into what’s been invoiced and what’s still pending
Helps your accounting stay clean and organized
Invoices are more than paperwork—they’re your final, professional step in turning opportunities into revenue.
