Invoicing System

Create professional invoices and track payments directly within Lead16.

Creating an Invoice

1. Navigate to Invoices in the top menu
2. Click + New Invoice
3. Fill in the invoice details:
   • Client: Select an existing lead or create new
   • Invoice Number: Auto-generated or custom
   • Issue Date: When the invoice is issued
   • Due Date: Payment deadline
   • Line Items: Products or services
   • Tax Rate: Applicable tax percentage
   • Notes: Additional terms or information
4. Click Create Invoice

Invoice Line Items

Add multiple line items to each invoice:

• Description: What you're billing for
• Quantity: Number of units
• Unit Price: Price per unit
• Amount: Automatically calculated (Qty × Price)

Subtotals

• Subtotal: Sum of all line items
• Tax: Calculated based on tax rate
• Total: Final amount due

Invoice Status

Invoices move through these statuses:

Sending Invoices

Via Email

1. Open the invoice
2. Click Send Invoice
3. Review the email preview
4. Click Send

The client receives a professional email with a link to view and pay.

Manual Delivery

1. Click Download PDF
2. Send via your preferred method
3. Manually update status when paid

Recording Payments

When a client pays:

1. Open the invoice
2. Click Record Payment
3. Enter:
   • Amount: Payment amount
   • Date: When received
   • Method: Cash, Check, Transfer, etc.
   • Reference: Transaction ID or check number
4. Click Save

Partial payments are supported - the invoice shows remaining balance.

Recurring Invoices

For subscription or retainer clients:

1. Create a regular invoice
2. Enable Recurring
3. Set frequency (Weekly, Monthly, Quarterly, Yearly)
4. Invoice automatically generates on schedule

Invoice Analytics

View financial metrics on your Dashboard:

• Total Sent: All issued invoices
• Awaiting Payment: Outstanding amount
• Overdue: Past-due invoices
• Paid This Period: Recent collections

Reports

Navigate to Invoices → Analytics for:

• Revenue trends over time
• Payment timing analysis
• Client payment history
• Outstanding aging report

Best Practices

1. Be timely: Send invoices promptly after delivering value
2. Be clear: Use detailed descriptions clients understand
3. Set reasonable terms: 14-30 days is standard
4. Follow up: Contact clients before invoices become overdue
5. Keep records: All invoices are stored for tax purposes
6. Use recurring: Automate regular billing to save time

Integration with Leads

When a lead moves to "Won":

• Create an invoice directly from the lead
• Deal value pre-fills as invoice amount
• Client information auto-populated
• Link maintained for easy reference