ClearCRM

This article gives a high-level overview of Sales & Billing in ClearCRM.

Introduction to ClearCRM Sales

Elvin Khudiyev

Sales & Billing

How to Create a New Contract

How to Renew a Contract

Contract Expiry Notification

Learn how to create and manage contracts in ClearCRM to formalize deals and track agreement terms.

Getting Started with Contracts

Contracts

How to Create an Estimate

Converting Estimate to Invoice

Send Estimate to Email

Link Estimate to Project

Converting proposal to estimate/invoice

Learn how to create and send estimates, and how they help move deals forward.

Getting Started with Estimates

Learn how to send professional quotes to prospects and kick off the sales journey in ClearCRM.

Estimates

Expenses Report

Record Expense

Billable Expenses

Creating Billable Expenses

Converting Billable Expense to Invoice

Expenses

Create Invoice

Recurring Invoice

Send Invoice to Mail

Record Invoice Payment

Invoice Overdue Notices

Merging Invoices

Exporting Customers Invoices/Estimates/Payment to ZIP

Reports

Getting Started with Invoices

Invoices

Payment Modes

Payments

Add Items/Product

This article describes the layout of the Products page, explaining the table, the buttons, and tools.

How to Manage Products

Products

Learn how you can email the proposal to the Customers and Leads

Sending Proposal to Customer or Lead

Let’s walk through how to use the Proposals and how to create one from scratch.

Getting Started with Proposals

Proposals

Find answers and get help from Intercom Support and Community Experts

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