Invoice Management

HARi includes full invoice management so you can go from closing a deal to getting paid without leaving the CRM.

Creating an invoice

Go to Invoices > + New Invoice or create one directly from an opportunity record.

Each invoice includes:

• Invoice number (auto-generated: INV-0001, INV-0002, …)
• Customer (linked to a company or contact)
• Issue date and due date
• Line items with description, quantity, unit price, and amount
• Tax (percentage or fixed, per line or global)
• Discount (percentage or fixed)
• Notes (visible on the invoice)
• Internal notes (visible only in the CRM)

Line items

Add as many line items as you need. Each line calculates its total automatically:

Amount = Quantity x Unit Price - Discount + Tax

The invoice total, subtotal, total tax, and total discount are computed in real time as you add or edit lines.

If you have a product catalog, you can select products from a dropdown. The description, unit price, and tax rate are auto-filled from the product record.

Tax and discounts

• Per-line tax: apply different tax rates to different items (e.g., 0% for services, 16% for goods)
• Global discount: apply a percentage or fixed discount to the entire invoice
• Tax on discounted amount: tax is always calculated after discounts are applied

PDF generation

Click Download PDF to generate a professional invoice document. The PDF includes:

• Your company logo and details (from Settings > Company)
• Customer name and address
• Line item table with amounts
• Subtotal, tax, discount, and total
• Payment terms and bank details
• Invoice number and dates

PDFs use your workspace branding (logo, colors, fonts).

Payment tracking

Track payment status on each invoice:

Status	Meaning
Draft	Not yet sent
Sent	Delivered to customer
Partially Paid	Some payment received
Paid	Fully paid
Overdue	Past due date, not fully paid
Cancelled	Voided

Record payments against an invoice with the amount, date, and payment method. Partial payments are supported; the remaining balance updates automatically.

Overdue alerts

Set up a workflow to handle overdue invoices automatically:

• When an invoice becomes overdue then create a follow-up task for the account owner
• When an invoice is 7 days overdue then send a reminder email to the customer
• When an invoice is 30 days overdue then notify the finance team via Telegram

Linking invoices to deals

When you create an invoice from an opportunity, the line items can be pre-filled from the deal’s products. The invoice is automatically linked to the opportunity, contact, and company, so you can see the full picture from any related record.