Practical CRM Gem guidance

Invoices

Create, edit, send, resend, attach files, share links, and record invoice payments.

Overview

Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.

Create and edit an invoice

Open Documents, create an Invoice, choose the client and project, add dates, currency, line items, tax, notes, and payment instructions, then save. Use Edit before resending changes.

Send or resend an invoice

Open the invoice and use Send Invoice. Use the send action again when the invoice needs to be resent.

Add invoice attachments

In Public Link / Send, select supported additional files before sending. The generated PDF and selected files are included without duplicate attachments.

Record a payment

Open the invoice and select Record Payment, or open Payments and select Record Payment. Enter the received amount and method.

Share a public invoice link

Send the generated public link so the customer can review the invoice without access to your workspace.

Customer PayPal payments

When configured and supported by the invoice currency, the public invoice offers PayPal payment. See Payments for currency guidance.

Step-by-step

  1. 1

    Prepare the invoice

    Select the client and project, then enter accurate line items, dates, currency, and payment details.

  2. 2

    Preview and save

    Check the total, number, branding, recipient, and public presentation.

  3. 3

    Attach and send

    Choose optional files in Public Link / Send, then select Send Invoice.

  4. 4

    Track payment

    Share the public link and record manual payments when received.

Helpful tips

  • Review the details before saving or sending.
  • Use Contact Support if the expected result does not appear.

Common mistakes

  • • Using incomplete client or business information.
  • • Closing the page before an action finishes.

Frequently asked questions

Is invoice email sending included in Free?

Yes. Invoice, quotation, and proposal email sending through the app is included in the Free plan.

Still need help? Contact Support with the affected page, document number, browser, date and time, and exact message.

Related guides

Payments

Record payments, configure instructions, and understand customer PayPal invoice availability.

Branding and Documents

Configure brand colour, footer, numbering, PDFs, public links, and email attachments.

Recurring Invoices

Configure Pro recurring invoice schedules, automatic generation, and optional automatic delivery.

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