How to Create An Invoice

Ready to send your first invoice? Great! Here's the simplest way to create one:

1. Navigate to Payments > Invoices & Estimates.
2. Click New > New Invoice.

1. Configure your invoice with details (items, prices, customer info).
2. Click Save.
3. Finally, click Send.

Next, you can:

• Explore adding payment plans to help your customers.

• Set up recurring invoices for ongoing services.
  
  

Learn More

• How to create invoices in TRMCRM

• How to add Payment Plans to your Invoices?

• How to create recurring Invoices

• How to create invoices in TRMCRM (Mobile App)

Customizing your invoices makes your brand stand out and ensures clarity. Here's how to make your invoices uniquely yours:

1. Navigate to Payments > Invoices & Estimates.
2. Click the Settings (gear icon).

1. Adjust your general settings (add your logo, company info, default payment terms).
2. When you're satisfied, click Save.

Next, you can:

• Set up recurring invoices to streamline regular billing.

• Adjust your payment schedules to manage partial payments smoothly.
  
  

Learn More

• How to Edit Recurring Invoices

• Editing of Payment Schedules and Partially Paid Invoices

• How to Use Invoices in the Mobile App

Keeping track of your invoices helps you stay organized and ensures timely payments. Here's how to quickly manage your existing invoices:

1. Navigate to Payments > Invoices & Estimates.
2. Find the invoice you're looking for in the invoice list.
3. Review its status (e.g., Draft, Sent, Paid).