How to Create and Send an Invoice

How to Create and Send an Invoice

HARi CRM includes built-in invoicing so you can go from closing a deal to getting paid without switching tools.

Creating an Invoice

1. Go to Invoices in the left sidebar
2. Click New Invoice
3. Fill in the invoice details:
   • Customer — Select the company or contact (start typing to search)
   • Invoice Date — Defaults to today
   • Due Date — When payment is expected
   • Currency — Automatically set based on your workspace settings (see multi-currency setup if you need a different currency)
4. Click Save to create the invoice

Adding Line Items

Once the invoice is created, add your products or services:

1. Scroll to the Line Items subgrid on the invoice record
2. Click Add Line Item
3. Enter the details:
   • Description — What you are charging for
   • Quantity — Number of units
   • Unit Price — Price per unit
   • Tax Rate — If applicable
4. Click Save

Repeat for each item. The invoice total, tax, and grand total update automatically.

Reviewing the Invoice

Before sending, review:

• Are all line items correct?
• Is the customer name and address accurate?
• Is the due date reasonable?
• Does the total match what was agreed?

Generating a PDF

1. Click the Generate PDF button on the invoice record
2. The PDF is created using your invoice template and attached to the record
3. Preview it to make sure it looks right

See Generate a PDF from a Record for more details on PDF customization.

Sending the Invoice

1. Click Send by Email on the invoice record
2. The recipient is auto-filled from the customer’s email address
3. The PDF is attached automatically
4. Add a personal message if needed
5. Click Send

The invoice status changes to “Sent” and the email appears in the activity timeline.

Tracking Payment

When payment is received:

1. Open the invoice
2. Change the status to Paid
3. Optionally record the payment date and method

Next Steps

• Generate a PDF from a Record
• Set Up Multi-Currency
• Create an Email Template