Invoicing — Creating & Managing Invoices

Overview

KeenCRM's Invoice module helps you create professional invoices, track payment status, and manage accounts receivable.

Creating an Invoice

1. Go to Invoices in the sidebar under Operations
2. Click "Add Invoice"
3. Select a contact and company
4. Add line items (from the product catalog or custom entries)
5. Set payment terms, due date, and tax
6. Save as Draft or send directly

Invoice Lifecycle

• Draft: Still being prepared, can be edited freely
• Sent: Invoice has been shared with the customer
• Paid: Full payment received
• Partially Paid: Some payment received
• Overdue: Past the due date without full payment
• Cancelled: Invoice was voided

Invoice Features

• Auto-numbering: Invoices get sequential numbers (INV-20260315-001)
• Line items: Add products or custom items with quantity, price, and discount
• Tax calculation: Automatic tax calculation based on rates
• Currency: Full VND formatting with thousand separators (e.g., 57.000.000 VND)
• Notes: Add payment instructions or terms
• PDF export: Download invoices as formatted PDFs

Invoice-to-Order Conversion

Click "Create Order" on any invoice to generate an order with all the invoice's line items and details.

Commission Triggers

If you have commission rules with the "Invoice Paid" trigger, commissions are automatically calculated when an invoice status changes to "paid".