Invoicing where the deal already lives. Click + New Invoice, pick a client, watch the billing details auto-populate — the Account picker already knows them. Send the invoice. When it's paid, the dollars flow into Finance automatically. No QuickBooks tab to keep open.
Click + New Invoice from the hub or any Account detail page.
The Account picker already knows your clients. Customer name, email, address, billing details auto-populate from the Account record.
Status badges flip (Sent → Paid). KPI tiles update. When paid, Sync to Finance pushes the dollars into the GL.
Free forever. Where the deal lives. No QuickBooks tab.
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The $24K Apex deal that closed in Pipeline — already paid via Stripe. The Crestmark monthly invoice that auto-populated from the Time entries. The Northbeam invoice 10 days overdue, sitting in red until the follow-up email lands. The Q3 Strategy Engagement Phase 2 invoice you created in 60 seconds because the Account picker remembered everything. The Sync to Finance click that flowed paid revenue into the GL without a CSV export. The receivables picture you'd otherwise rebuild in QuickBooks every month, line by line.