🙌Invoicing module for Concord CRM

The Invoicing Module enables efficient invoice management directly within Concord CRM.

With our module, you can issue invoices tied to specific deals, track invoice stages, and automate notifications when invoices are issued or have their status changed.

Key Features

• Integrated Invoices Section A dedicated Invoices area inside Concord CRM lets you easily create, edit, and track invoices related to client deals. This ensures that invoicing becomes a natural part of your deal workflow.

• Customizable Invoice Status Options Mark invoices as paid, partially paid, pending, and more. Our module provides a full range of statuses to meet your needs and maintain a transparent invoicing process.

• Automated Deal Progression Once an invoice is marked as paid, deals can automatically move into a new stage: Invoice Paid. This unique feature enables clear tracking of financially closed deals, giving you better insight into your pipeline.

• Admin-Controlled Invoicing Interface Since Concord CRM doesn’t offer a client-facing portal, all invoice activities are handled by CRM operators. This lets your team maintain full control over the billing process, offering a streamlined way to manage client invoicing.

• Email Notifications & Automations Keep clients in the loop without lifting a finger. Our module automatically sends clients their invoices by email and notifies them when an invoice is marked as paid, enhancing communication and professionalism.

Jump right in

Getting Started

Activating the module

Basics

Issuing an invoice