Invoices

Create and manage CRM invoices with optional synchronisation to the Accounting module.

7.1 Invoice Modes

The CRM supports two invoice modes (configured from the Invoice Sync CRM settings page):

• Standalone — CRM invoices are independent, not synced to Accounting
• Dual-Mirror — CRM invoices automatically create corresponding Accounting module invoices, with Accounting becoming the authoritative financial record

7.2 Creating an Invoice

1. Go to Sidebar > CRM > Invoices
2. Click New Invoice (or create from a deal or quote)
3. Enter:
   • Customer
   • Line items with descriptions, quantities, and prices
   • Due date
   • Notes and terms
4. Click Save

Business rules:

• Direct deal-to-invoice conversion is for won deals only
• Quote-to-invoice conversion reuses the accepted commercial context
• Customer and deal references must stay consistent

7.3 Recording Payments

Standalone CRM invoices

1. Go to the invoice detail page
2. Click Record Payment
3. Enter amount, payment method, and date
4. The invoice status updates (Partial or Paid)

Dual-Mirror invoices

• Payments must be recorded from the Accounting module
• CRM keeps the mirrored view for sales visibility, but Accounting controls receivables
• Invalid payment actions are blocked when Accounting is authoritative

7.4 Invoice PDF

1. Click Download PDF on the invoice page
2. The PDF includes business details, customer info, line items, and payment terms

7.5 Dual-Mirror Sync

When dual-mirror mode is enabled:

• Creating a CRM invoice automatically creates an Accounting invoice
• Accounting owns payment recording and financial status progression
• CRM users should manage mirrored invoice lifecycle from Accounting once posted there
• If sync fails, click Retry Sync to re-attempt

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