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.
Where Invoices Fit
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.
Navigating to Invoices
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
Creating a New Invoice
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
Why It Matters
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.