1. Invoices Overview

Created OnJuly 23, 2020

Last Updated OnJuly 24, 2020

bybrian

Grow CRM makes getting paid by your clients very easy and efficient. You are able to bill your customers in a variety of ways. From one -time invoices to recurring invoices, we have made the process easy and intuitive.

The place to start is the invoices pages.

:: Main Menu > Sales > Invoices

From this page, you are able to view and do the following:

(1) Create a new invoice
(2) Filter invoices, using a detailed filter panel. You can filter invoices by dates, categories, statuses, etc.
(3) Toggle (hide/show) the Quick Stats panels
(4) Search your invoices, using the free text search box.
(5) Delete an invoice
(6) Edit an invoice
(7) Additional invoice management settings, via the quick actions button.

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