Invoices, Payments, and Documents in Your CRM

The Invoices, Payments, and Documents section makes it easy to send invoices, collect payments, and manage contracts in one place. This saves time and helps you keep client billing organized without extra tools.

Watch the Payment Integration Demo

In this video and linked resources, you will learn how to:

• Set up your payment processor (Stripe, Manual Payment Method (cash/check))
  
  
• Create and send invoices
  
  
• Collect payments directly in the CRM
  
  
• Upload, send, and track contracts or documents
  

Additional Help for Invoices and Payments

• Payments Overview (Official Guide)
  
  
• Invoices and Billing
  
  
• Documents and Contracts
  

Quick Tips for Invoices and Documents

1. Connect your payment processor before sending your first invoice.
   
   
2. Always double-check client details before sending contracts.
   
   
3. Send invoices through the CRM to track payment status in real time.
   
   
4. Use recurring invoices for clients on monthly retainers or subscriptions.