Send invoices that match the deal, and follow the money until it lands.

Invoicing is what the customer owes, in a document they can pay. Lines come from quotations, projects or a simple bill. Status is sent, overdue, paid — not a colour on a spreadsheet. The same contacts and companies as CRM, so “who do we bill” is not a debate.

What you can do

1. 01

   From the work you already did

   A signed quotation or billed time becomes lines. You are not inventing the invoice from memory.

2. 02

   Compliant enough to send

   Tax, language and the legal entity on the letterhead come from the company record, not a Word template.

3. 03

   Follow-up is an activity

   Overdue is a list with owners. Collections is work on the contact, not a side CRM in accounting.