Creating and Managing Invoices

Invoice Management

KeenCRM provides full invoice lifecycle management from creation to payment tracking.

Creating an Invoice

1. Go to Invoices → New Invoice
2. Select a contact and add line items
3. Set payment terms (e.g., Net 30, Net 60)
4. Apply tax rates and discounts
5. Save as draft or send immediately

Invoice Statuses

• Draft — Being prepared
• Sent — Delivered to the customer
• Paid — Payment received
• Partially Paid — Partial payment recorded
• Overdue — Past the due date
• Cancelled — Voided

Payment Tracking

Record payments against invoices and track outstanding balances. KeenCRM supports Vietnamese financial formatting with dot-separated thousands (e.g., 1.500.000 đ).

Converting from Quotes

Convert any accepted quote to an invoice with one click. All line items, pricing, and contact details are carried over automatically.