Easily find your client invoices
Use the global search feature to find all invoices relating to a specific client, keyword or phrase. Our tool is designed for ease of use and to improve business efficiency, so if you’re looking for the best CRM for architects and town planners, please get in touch – we’d love to hear about your business.
Frequently Asked Questions Regarding Invoice Management
Here are some frequently asked questions around the invoice management features:
Q: How does invoicing work?
A: When you complete a project stage, you can then invoice the client for that work. Creating an invoice is as simple as clicking a button, then selecting the completed stages you want to include on the invoice.
A: Can send invoices to the client easily?
A: Yes. Once an invoice has been created, you simply click the “Send Invoice” button, edit the email text if required, then press send.