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Invoicing Guide

Create, send, and manage professional invoices

📄 Overview

AdSuite CRM makes it easy to create professional invoices, send them to clients, and track payments. Invoices can be created from scratch or generated directly from deals.

➕ Creating an Invoice

  1. Navigate to Dashboard → Invoices
  2. Click "New Invoice"
  3. Select the client company
  4. Add line items (products/services)
  5. Set quantities and prices
  6. Add any discounts or taxes
  7. Set the due date
  8. Click "Save"

🔄 Creating from a Deal

The fastest way to create an invoice:

  1. Open the deal you want to invoice
  2. Click "Create Invoice"
  3. Line items are automatically populated
  4. Review and adjust if needed
  5. Save and send

📊 Invoice Statuses

📝 Draft - Not yet sent
📤 Sent - Delivered to client
👁️ Viewed - Client opened it
✅ Paid - Payment received
⚠️ Overdue - Past due date
❌ Cancelled - Voided

📧 Sending Invoices

  1. Open the invoice you want to send
  2. Click "Send Invoice"
  3. Review the email template
  4. Customize the message if needed
  5. Add CC recipients if required
  6. Click "Send"

Clients receive a link to view and pay the invoice online.

💳 Payment Options

  • • Credit/Debit card (Stripe integration)
  • • Bank transfer (ACH)
  • • Manual payment (check, cash)
  • • Payment plans for large invoices

💡 Best Practices

  • • Send invoices promptly after completing work
  • • Use clear, descriptive line items
  • • Set reasonable payment terms (Net 15 or Net 30)
  • • Follow up on overdue invoices within a week
  • • Keep your business profile updated
  • • Reconcile payments regularly