Payments & Invoicing
Creating and Sending Invoices
Payments & Invoicing
Creating and Sending Invoices
Lead Fuel CRM includes a full invoicing system that lets you create professional invoices, send them to clients, and track payment status all within the platform.
Creating a New Invoice
Step 1:Navigate to Payments > Invoices from the left sidebar.
Step 2:Click "Create Invoice" to open the invoice builder.
Step 3:Select the client from your contacts list or add a new contact.
Step 4:Add line items with descriptions, quantities, and prices.
Step 5:Apply any discounts, taxes, or additional fees.
Step 6:Set the payment terms including due date and accepted payment methods.
Step 7:Preview the invoice to check formatting and accuracy.
Step 8:Click "Send" to email the invoice directly to your client.
Customizing Your Invoices
- Branding: Add your company logo, business name, and contact information to the invoice header.
- Colors: Customize the accent colors to match your brand.
- Payment Terms: Set default payment terms (Net 15, Net 30, Due on Receipt, etc.).
- Notes and Terms: Add custom notes, terms and conditions, or a thank-you message to the footer.
- Invoice Numbering: Configure automatic invoice numbering with a custom prefix.
Recurring Invoices
For clients on retainer or subscription services, set up recurring invoices:
- Choose the billing frequency (weekly, monthly, quarterly, annually).
- Set the start date and optionally an end date.
- Lead Fuel CRM automatically generates and sends invoices on the scheduled dates.
- Clients can set up autopay to have recurring invoices charged automatically.
Tracking Invoice Status
The Invoices dashboard shows the status of every invoice:
- Draft: Invoice created but not yet sent.
- Sent: Invoice emailed to the client, awaiting payment.
- Viewed: Client has opened the invoice (tracked via email).
- Paid: Payment received in full.
- Partially Paid: A partial payment has been applied.
- Overdue: Past the due date without full payment.
Tip: Enable payment reminders to automatically send follow-up emails for unpaid invoices. This significantly reduces the time spent chasing payments manually.
Need more help? Contact Lead Fuel CRM support for personalized assistance.
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