---
title: "Getting Started with Invoices"
description: "Learn how to Create and Manage Invoices"
url: https://help.clearcrm.com/en/articles/11497394-getting-started-with-invoices
collection: "Invoices"
updated: 2026-10-28
language: en
---

# Getting Started with Invoices

Learn how to Create and Manage Invoices

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:

1.  **Select a customer** from your CRM
    
2.  **Assign an invoice number**
    
3.  **Set issue and due dates**
    
4.  **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
    

## Deleting Invoices with Restrictions

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:

1.  Go to **Setup > Settings**.
    
2.  Under the **Finance** category, click **Invoices**.
    
3.  Find the option **Delete invoice allowed only on last invoice** and set it to **No**.
    
4.  Scroll down and click **Save Settings**.
    

After this, all invoices will be fully `deletable`.

## 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.