The Invoices App lets you effectively manage your customers' invoices and keep an accurate record of your transactions. Invoices can be created by converting estimates and sales orders, or you can build them from scratch. And thanks to Method:CRM's sync engine, any invoices you create in Method:CRM are automatically added to your QuickBooks file!
This app is part of the Sales Transactions Pack.
- Create brand-new invoices for products and services
- Add QuickBooks items or create your own in Method:CRM
- Print or email invoices directly from Method:CRM to your customers
- Control how your invoice looks by assigning templates
- Control when your invoice syncs to QuickBooks
- Don't sync until you're ready
To learn more: