Invoices
Invoices track billed amounts, due dates, line items, payment status, and customer-facing billing information.
When to create an invoice
Section titled “When to create an invoice”Create an invoice when a customer should be billed for products, services, subscriptions, or project work.
Invoices can stand alone, but they are most useful when connected to related records such as Accounts, Contacts, Deals, or Projects.
Invoice fields
Section titled “Invoice fields”An invoice typically includes:
- customer
- invoice number
- issue date
- due date
- currency
- line items
- subtotal
- discounts
- tax
- total
- payment status
- notes and terms
Creating an invoice
Section titled “Creating an invoice”- Open Invoices from the Commerce section.
- Click Create Invoice.
- Choose the customer or related record.
- Add line items.
- Review totals, dates, notes, and terms.
- Save the invoice.
Use clear line item descriptions. They reduce billing questions later.