Act 4 · Bill & Retain — the eighth step
Invoicing, built into your CRM.
CRM and invoicing software that bills straight from the order — manually or automatically from a workflow — and tracks paid vs. overdue on the same customer record. No re-keying the order into accounting software, no chasing overdue invoices by hand.
An invoice drafted from the order, on the customer record (preview)
The short version
What is CRM invoicing software?
CRM invoicing software lets you create and track invoices inside your CRM — on the same record as the deal and order they came from, instead of re-keying everything into a separate accounting tool. KudosCRM drafts an invoice straight from a confirmed order, snapshots the agreed lines and totals, tracks due and overdue, and marks it paid — closing the money loop on the customer record.
The problem
Invoicing means re-keying the order — then chasing what's overdue by hand.
Invoicing means re-keying the order into accounting software, then chasing what's overdue by hand. The numbers get retyped, a figure drifts, and nobody's quite sure what's outstanding until someone exports a spreadsheet.
- The order re-typed into a separate accounting tool
- Overdue invoices tracked in someone's head
- Finance and sales looking at two different truths
How KudosCRM handles it
Invoice from the order, track paid vs. overdue — on one record.
Invoice straight from the order — manually or automatically from a workflow — and track paid vs. overdue, all on the same customer record. The invoice snapshots the order so the numbers can't drift, a workflow can raise it automatically, and paid vs. overdue sits on the customer record — so the money loop closes where the deal started.
The invoicing system
From the order to a paid invoice — without leaving the record.
The invoice is born from the order, tracked on the same 360° record, and closed when it's paid — so the money loop is one thing, not two systems you reconcile.
Invoice straight from the order
Turn a confirmed order into an invoice in one step — it gets an INV- number and a frozen snapshot of the order's lines and totals, so the finance record can't drift from what was agreed.
InvoicingAutomated invoicing from a workflow
Don't even click — a workflow can draft the invoice from a deal's order automatically when the stage changes, so billing keeps pace with sales without anyone re-keying numbers.
AutomationsPaid vs. overdue at a glance
Every invoice carries an issue and due date, and KudosCRM computes overdue for you — so you can see what's outstanding without exporting anything to a spreadsheet.
Track invoicesMark it paid
When the money lands, mark the invoice paid and it stamps the date on the record — closing the loop from the deal that started it.
InvoicingOn the customer record
The invoice lives on the same 360° record as the deal, the quote, and the order it came from — and broadcasts to the customer timeline — so finance and sales see the same truth.
OrdersA frozen, auditable record
Because the invoice snapshots the order at draft time, a later edit to the order never silently rewrites a finance record — exactly what you want when the numbers matter.
InvoicingThe differentiator
The invoice should come from the order — not a second tool.
Because the invoice is born from the order on the same record, the numbers carry over, billing keeps pace with sales, and what's owed lives where the deal does.
No re-keying into accounting
The invoice is born from the order, on the same record — so the line items, totals and customer carry over, instead of being retyped into a separate accounting tool.
Billing keeps pace with sales
A workflow can raise the invoice the moment a deal is ready, so the gap between 'won' and 'invoiced' isn't a stack of manual steps.
One place for what's owed
Paid vs. overdue sits on the customer record next to the deal and order — so chasing payment doesn't mean reconciling two systems.
What's actually in the box
Everything invoicing gives you today.
Live today, unless marked Soon — capabilities we're building, shown honestly rather than hidden.
Invoices
Draft an invoice from a confirmed order (INV-#### numbers)
Frozen snapshot of order lines & totals
Line items, subtotal, tax & total
Issue & due dates
Statuses — draft / sent / paid / void
List & filter invoices
Track & collect
Due / overdue computed automatically
Mark paid (stamps the paid date)
On the customer 360° timeline + realtime broadcast
Send an invoice by email / PDF Soon
Customer pay-online page Soon
Automate
Automated invoicing — IssueInvoice workflow action
invoice.created event feeds workflows & the timeline
On the roadmap
What's coming to billing.
We'd rather show you the roadmap than fake a dashboard. These are in progress, not live — ask us where they stand if one is a deciding factor.
Subscriptions & MRR
Recurring billing and an MRR/ARR rollup for subscription revenue. The product catalog already carries a billing cadence; wiring it to recurring invoices and an MRR metric is what's coming.
Online payments (Stripe)
Capturing payment on an invoice through Stripe. Today you mark an invoice paid manually when the money lands; in-product capture is on the way.
Send & pay-online invoices
Emailing a branded PDF invoice and letting the customer pay from a link — the way quotes already accept online. Invoices get this next.
See it in the product
From the order to a paid invoice.
Raise the invoice from the order
From a confirmed order, draft the invoice in one step — it snapshots the agreed lines and totals and takes its own INV- number, linked back to the deal.
Invoice drafted from the order (preview)
See paid vs. overdue
Track every invoice by status — draft, sent, paid — with overdue computed from the due date, so you always know what's outstanding.
Invoices — paid & overdue (preview)
Go deeper
Related features
FAQ
CRM invoicing, answered
Close the money loop
Turn your next order into a tracked, paid invoice.
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