Invoices & Billing Management: Professional Payment Tracking Guide

Invoices

Issue professional invoices for services or products, and track their payment status (paid, pending, overdue) with ease. The system allows you to link invoices directly to the CRM and AI to secure cash flows and automate sending invoices and reminders to clients.

Tracking Invoice Payment Statuses in the Platform

Paid Invoices

Track collected revenues that have been successfully paid and transfer their value to the client’s profile and your financial account.

Paid Invoices
Pending Payment

Monitor issued invoices for products and services awaiting payment within the specified due period.

Pending Payment
Overdue Tracking

Detect invoices that have exceeded their due date to trigger automated reminders via WhatsApp and email.

Overdue Tracking
Draft Mode

Save and prepare invoices in advance to review and approve them before direct delivery to the client with a single click.

Draft Mode

Steps to Issue and Track Invoices Within the Platform

You can issue a professional invoice and track its payment path via the designated screen in the following steps:

Step 01: Access Invoice Creation (Payments ➔ Invoices & Estimates): From the sidebar menu go to the Payments section then click on the + New ➔ New Invoice button.
Step 02: Specify Client and Products or Services: Choose the registered client in the CRM, select the service or product type (Products), and configure quantities and prices with the ability to add discounts and taxes.
Step 03: Direct Sending and Customizing Payment Method: Set the due date and click Send to automatically send the invoice to the client with a direct payment link leading to the electronic payment gateway.
Step 04: Automated Update and CRM Status Change: The invoice status changes automatically from Due to Received upon payment, and the system updates the client’s record in the CRM.

Frequently Asked Questions (FAQ) About Invoices Management

Can automated reminders be sent for pending and overdue invoices?

Yes, artificial intelligence and the automation engine automatically dispatch warm reminders via WhatsApp and email as soon as an invoice is delayed.

Can the client pay directly from the invoice link?

Yes, the invoice sent to the client includes a direct payment button taking them to the secure payment gateway to input their card and pay instantly.

Do invoices support Value Added Tax (VAT)?

Yes, you can add the tax rate and your official tax number to be automatically included inside the invoice design.

Where is the record of issued invoices for a client saved?

All invoices are saved in the platform’s invoice table and also appear inside the client’s personal profile within the CRM system.

Talk to Media SaleX AI Assistant

Do you want the AI assistant to issue a new invoice for your services or automate overdue invoice reminders via WhatsApp? Talk to it now!

Talk to Media SaleX AI Assistant