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Billing - Invoices, Payments & Quotes

Manage your financial transactions from quote to payment

Overview

Billing is your complete invoicing solution following Microsoft Dynamics nomenclature. Create quotes for opportunities, convert them to invoices, and track payments through to completion.

Key Concepts (Dynamics Nomenclature)

EntityDescription
QuotePrice quotation sent to prospect/customer
InvoiceBill sent to customer for payment
PaymentPayment received against an invoice

Entity Flow

Quote ──(accept)──► Invoice ──(pay)──► Payment

Features

Invoices Management

Track all your billing documents:

  • Invoice Number - Unique identifier
  • Account - Customer being billed
  • Date - Invoice creation date
  • Due Date - Payment deadline
  • Amount - Total invoice value
  • Status - Draft, Sent, Paid, Overdue, Cancelled

Invoice Statuses

StatusDescription
DraftInvoice being prepared, not yet sent
SentInvoice delivered to customer
PaidPayment received in full
OverduePast due date, unpaid
CancelledInvoice voided

Payments

Record and track incoming payments:

  • Payment ID - Unique identifier
  • Invoice - Associated invoice
  • Account - Paying customer
  • Date - Payment received date
  • Amount - Payment amount
  • Method - Payment method used

Payment Methods

MethodDescription
Bank TransferWire/ACH transfer
Credit CardCard payment
PIXBrazilian instant payment
BoletoBrazilian bank slip
CashCash payment

Quotes

Create proposals for potential deals:

  • Quote Number - Unique identifier
  • Account - Customer receiving quote
  • Opportunity - Associated sales opportunity
  • Date - Quote creation date
  • Valid Until - Expiration date
  • Amount - Total quoted value
  • Status - Draft, Sent, Accepted, Rejected, Expired

Summary Dashboard

Real-time financial metrics:

MetricDescription
PendingTotal value of unpaid invoices
OverdueTotal value past due date
Paid This MonthPayments received this month
Revenue This MonthTotal revenue for current month
TabView
InvoicesAll invoice records
PaymentsPayment history
QuotesPrice quotations

API Endpoints

EndpointMethodDescription
/api/billing/invoicesGETList invoices with filters
/api/billing/invoicesPOSTCreate new invoice
/api/billing/invoices/:idGETGet invoice details
/api/billing/invoices/:idPUTUpdate invoice
/api/billing/invoices/:id/sendPOSTMark invoice as sent
/api/billing/invoices/:id/cancelPOSTCancel invoice
/api/billing/invoices/exportGETExport invoices
/api/billing/paymentsGETList payments
/api/billing/paymentsPOSTRecord new payment
/api/billing/quotesGETList quotes
/api/billing/quotesPOSTCreate new quote
/api/billing/quotes/:id/acceptPOSTConvert quote to invoice
/api/billing/searchGETSearch billing records
/api/billing/stats/*GETGet billing statistics

@ Mentions in Chat

Reference billing entities directly in chat:

MentionExample
@invoice:@invoice:INV-2024-001

Hover over a mention to see invoice details. Click to navigate to the record.

Filtering Options

Invoice Filters

FilterOptions
StatusAll, Draft, Sent, Paid, Overdue, Cancelled
PeriodAll Time, This Month, This Quarter, This Year

Payment Filters

FilterOptions
MethodAll Methods, Bank Transfer, Credit Card, PIX, Boleto, Cash

Quote Filters

FilterOptions
StatusAll, Draft, Sent, Accepted, Rejected, Expired

Keyboard Shortcuts

ShortcutAction
NNew invoice (when in Billing)
EscapeClose modal
/Focus search

Integration with CRM

Billing integrates seamlessly with CRM:

  1. Quote from Opportunity - Create quotes linked to opportunities
  2. Convert on Win - When opportunity is won, convert quote to invoice
  3. Account Linking - Invoices automatically linked to customer accounts

Best Practices

Invoice Management

  1. Send promptly - Issue invoices immediately after delivery
  2. Set clear terms - Include payment terms and due dates
  3. Follow up - Track overdue invoices proactively

Payment Tracking

  1. Record immediately - Log payments as soon as received
  2. Match correctly - Ensure payments match the right invoices
  3. Reconcile regularly - Review payment records weekly

Quote Management

  1. Include details - List all line items with descriptions
  2. Set expiration - Use reasonable validity periods
  3. Follow up - Check on pending quotes before expiration

Reports

Available in Analytics:

ReportDescription
Revenue SummaryTotal revenue over time
Aging ReportOverdue invoices by age
Payment HistoryPayments received over time
Monthly RevenueMonth-over-month comparison

See Also

  • CRM — Link invoices to accounts and opportunities
  • Products — Add products to invoices and quotes
  • Analytics — Billing reports and dashboards