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Creating Invoices

Prosaas CRM simplifies your financial operations with tools for invoicing, estimates, and payment tracking.

Creating Invoices

Generate professional invoices for your clients:

Creating Invoices Overview

1. Creating a New Invoice:

  • Navigate to "Invoicing" > "+ New Invoice"
  • Select the client from the dropdown
  • Choose invoice type (project-based, time-based, or custom)
  • Add line items:
    • Description
    • Quantity
    • Unit price
    • Tax rate (if applicable)
  • Set payment terms and due date
  • Add notes or terms and conditions
  • Preview and save or send directly to the client
Next: Recurring Invoices