2. Creating Invoices
Grow CRM allows you to easily manage your invoices. You are able to create one-time invoices or recurring invoices. The next sections will explain how to create either type of invoice.
Creating An Invoice
You can create a new invoice by clicking on the (1) Quick Add icon or by clicking on the (2) Add Invoice Button.
- Invoice Date *
- Due Date *
- Client *
- Project *
- Category *
- Tags can be any text that allows you to easily identify or highlight important information about the invoice.
- You can add invoice notes, which are not visible to the client
- Terms & Conditions
- Default invoice terms are set via the dashboard settings section. You can change these default terms when you create or edit an invoice
Creating A Recurring Invoice
The process of creating a recurring invoice starts with the steps shown above (i.e creating a regular invoice). Once the invoice has been created, you will then have the options to make it a recurring one.