TL;DR: Built-in Invoicing

Lead16 includes professional invoicing at no extra cost: Create invoices directly from leads, set up recurring billing for subscriptions, track payments automatically, and monitor MRR. Unlike other CRMs (Salesforce, HubSpot, Pipedrive), you don't need separate invoicing software. Works offline - create invoices even without internet.

View Invoices Invoice Tutorial

💳 Invoicing System

Create professional invoices, track payments, and manage billing with Lead16's integrated invoicing system.

Complete Tutorial Available!

For step-by-step instructions on creating invoices, see our Creating Invoices Guide →
Invoice System

✨ Invoicing Features

📄 Professional Templates

  • ✓ Clean, modern invoice designs
  • ✓ Customizable company branding
  • ✓ Multiple currency support
  • ✓ Tax and discount calculations

🎯 Lead Integration

  • ✓ Create invoices from any lead
  • ✓ Auto-populate customer details
  • ✓ Link to deal history
  • ✓ Track invoice status per lead

📧 Delivery Options

  • ✓ Email invoices directly
  • ✓ Download as PDF
  • ✓ Print for mailing
  • ✓ Share via link

💰 Payment Tracking

  • ✓ Record payments
  • ✓ Track invoice status
  • ✓ Overdue notifications
  • ✓ Payment history

🚀 Quick Start

Click "Invoices" in navigation
Click "+ Create Invoice"
Fill in customer & line items
Download PDF or send email

📋 Invoice Components

Every invoice includes:

  • Invoice number (auto-generated)
  • Issue date and due date
  • Your company information
  • Customer/client details
  • Itemized line items with descriptions
  • Quantities, unit prices, totals
  • Subtotal, tax, discounts
  • Grand total
  • Payment terms and instructions
  • Notes or additional information

💡 Best Practices

Number Sequentially

Invoice numbers auto-increment. Don't skip numbers for proper accounting.

Clear Descriptions

Write detailed line item descriptions so clients understand exactly what they're paying for.

Set Payment Terms

Specify due dates and accepted payment methods to avoid confusion.

📊 Invoice Management

StatusMeaningActions
DraftNot yet sent to customerEdit, send, or delete
SentDelivered to customerRecord payment, send reminder
PaidPayment receivedView, download
OverduePast due dateSend reminder, follow up

🔗 Related Documentation