Invoicing & Payments

Convert quotes to invoices and track your shop's revenue.

Quotes to Invoices

Once a client approves a quote, you can convert it directly into a tax-ready invoice with a single click inside the CRM workspace.

Line Items: All line items from your quote are preserved. You can add final adjustments like shipping or rush fees before finalizing.

Payment Statuses

Pending

Invoice sent, awaiting client payment.

Paid

Funds received. Adds to your revenue pool.

Overdue

Payment window has expired.

Revenue Tracking

Your main Admin Dashboard automatically calculates your total invoice value and tracks your best-selling enclosure styles based on paid invoices and saved builds.