Your CRM enables you to issue invoices for your clients which they can pay for using a credit card or ACH payment.
More Info: Creating Invoices
Invoices are generated using predefined invoice templates which you can create from the CRM administration page.
To create a new invoice template navigate to Manage > Administration > Payments & Invoices > Invoice Templates and click New Invoice Template:
A new invoice template will be shown as in the example below:
You can begin editing your template by entering the template's title, uploading your company logo, and entering the company details in the provided fields.
The Bill To section of the invoice cannot be edited since this section is automatically populated with the lead's information (from the lead special fields such as Business Name, Business Address, etc.).
To add line items or taxes to your invoice, use the provided actions in the template. To remove an item, hover your mouse to the right of the item and click on the 'x' symbol that appears:
Optionally you can also enable the discount and shipping fields, and set the appropriate values.
At the bottom of the invoice, you can edit the invoice footer (or leave it empty):
On the right side of the invoice template select the accepted payment methods for your invoice:
More info: Enabling Authorize.Net For Credit Card Payments, Paya ACH Integration Guide
Next, select the Email and SMS templates that will be used to send the invoice to the client:
Finally, select a lead field to be used for balance tracking (optional).
Note: The Balance field is a special type of field that you need to add to your lead in order to enable balance tracking:
Once the field has been added to your lead, you can set an initial balance to track, for example, $5,000.
Then each time your client pays an invoice for a part of that amount, the balance field will automatically display the remaining balance.
For example, if the client pays an invoice in the amount of $1,000, the balance field in the previous example will then show a balance of $4,000 automatically.
When you finish editing your template click Save and the invoice will be saved on the Invoice Templates page from where you can always edit or delete it: