> For the complete documentation index, see [llms.txt](https://themesic-docs.gitbook.io/concord-crm-invoicing-module/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://themesic-docs.gitbook.io/concord-crm-invoicing-module/readme.md).

# Invoicing module for Concord CRM

The **Invoicing Module** enables efficient invoice management directly within Concord CRM.&#x20;

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.<br>
* **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.<br>
* **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.<br>
* **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.<br>
* **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.<br>

### Jump right in

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Getting Started</strong></td><td>Activating the module</td><td></td><td></td><td><a href="/pages/CyH2xJQs9yWJ1S8BYNav">/pages/CyH2xJQs9yWJ1S8BYNav</a></td></tr><tr><td><strong>Basics</strong></td><td>Issuing an invoice</td><td></td><td></td><td><a href="/pages/7aUFmnCMx9m4smGncsXL">/pages/7aUFmnCMx9m4smGncsXL</a></td></tr></tbody></table>
