💳 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 →
✨ 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
| Status | Meaning | Actions |
|---|---|---|
| Draft | Not yet sent to customer | Edit, send, or delete |
| Sent | Delivered to customer | Record payment, send reminder |
| Paid | Payment received | View, download |
| Overdue | Past due date | Send reminder, follow up |
🔗 Related Documentation
- Creating Invoices Tutorial
Step-by-step guide to creating your first invoice
- Managing Leads
Create invoices from existing leads
- Revenue Analytics
Track revenue from paid invoices