Invoices & Payments
Creating Invoices
Last Updated: May 26, 2026Invoices are used to request payment from customers for products or services. 🔹 How to Create an Invoice 📌 What Happens Next
Recurring Invoices
Last Updated: May 26, 2026Recurring invoices are automatically generated at regular intervals. 🔹 When to Use 🔹 How to Set Up 📌 Benefit Saves time and ensures consistent billing.
Invoice Statuses
Last Updated: May 26, 2026Invoice status shows the payment stage. 🔹 Common Statuses 📌 Why It Matters Helps track outstanding payments and cash flow.
Recording Payments
Last Updated: May 26, 2026Once a customer pays, you need to record the payment. 🔹 How to Record Payment 📌 Result Invoice status updates automatically.
Partial Payments
Last Updated: May 26, 2026Customers may pay in parts instead of full payment. 🔹 How It Works 📌 Example Invoice Amount: ₹10,000Paid: ₹4,000Remaining: ₹6,000 📌 Benefit Allows flexible payment tracking.
Payment Modes Explained
Last Updated: May 26, 2026Payment modes define how customers pay. 🔹 Common Payment Methods 🔹 Where to Set Payment Modes 📌 Why It Matters Helps track how payments are received.
Sending Invoice Reminders
Last Updated: May 26, 2026Reminders help ensure timely payments. 🔹 How to Send Reminders 📌 Benefit Reduces late payments and improves cash flow.
Credit Notes Overview
Last Updated: May 26, 2026Credit notes are used to adjust or refund invoices. 🔹 When to Use 🔹 How to Create 📌 Result Adjusts customer balance.
Tax Configuration Basics
Last Updated: May 26, 2026Taxes can be applied to invoices based on rules. 🔹 How to Configure Tax 📌 Usage Apply tax while creating invoice items.
Multi-Currency Usage
Last Updated: May 26, 2026CybroCRM supports multiple currencies for global customers. 🔹 How It Works 📌 Example Customer A → INRCustomer B → USD 📌 Benefit Supports international business operations.