Invoicing
Invoice from the order, track what's paid
Invoicing that lives on the customer record: draft an invoice from a confirmed order (a frozen snapshot of the agreed lines and totals), track due and overdue, and mark it paid — manually, or automatically from a workflow.
Invoice straight from the order
Turn a confirmed order into an invoice in one step — it takes an INV- number and a frozen snapshot of the order's lines and totals, so the finance record can't drift.
Automated invoicing
A workflow can draft the invoice from a deal's order automatically when the stage changes — so billing keeps pace with sales, no re-keying.
Paid vs. overdue, tracked
Every invoice carries issue and due dates, KudosCRM computes overdue for you, and you mark it paid when the money lands — closing the loop on the record.
How it works
Every part, explained.
The order is confirmed
An accepted quote becomes an order — a frozen snapshot of what the customer agreed to buy.
Draft the invoice
In one step (or automatically via a workflow), the order becomes an invoice with an INV-YYYY-NNNN number, snapshotting the lines and totals and linking back to the deal, contact and company.
Issue & due dates set
The invoice carries an issue date and a due date, so the clock on what's owed starts on the record.
Track due & overdue
KudosCRM computes overdue from the due date, so you can see exactly what's outstanding without exporting a thing.
Mark it paid
When the money lands, mark the invoice paid and it stamps the date — closing the money loop from the deal that started it.
It's all on the record
Every invoice and its status sits on the customer's 360° timeline and broadcasts in real time, so finance and sales see the same truth.
Deep dive
Everything that's in the box.
Draft from an order
One step turns a confirmed order into an invoice — idempotent, so you get one invoice per order, and it refuses a cancelled order.
Frozen line-item snapshot
The invoice snapshots the order's lines, quantities, discounts, tax and totals at draft time, so a later order edit never rewrites the finance record.
Due / overdue
Issue and due dates on every invoice, with overdue computed automatically (past due, unpaid, not void).
Mark paid
Record payment manually and stamp the paid date on the invoice — the clean close from order to collected.
Automated invoicing
IssueInvoice is a real workflow action: draft an invoice from a deal's order automatically when a rule fires.
On the customer 360°
Invoices live on the contact and company record and broadcast in real time, so the whole team sees the same status.
Send / PDF & pay-online (on the roadmap)
Emailing a branded PDF invoice and a customer pay-online link — the way quotes already accept online — are on the roadmap, not live today.
Subscriptions & payments (on the roadmap)
Recurring billing, MRR, and online payment capture via Stripe are on the roadmap. Today, invoicing handles one-time and milestone billing from orders.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
Works with your integrations
Connect the tools that power this in KudosCRM.
FAQ
Frequently asked
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