Orders & invoices
From signed contract to paid invoice
Order forms, purchase orders and invoices with product line items, signers, and a send that tracks opens.
An order form is a contract with money on it. Line items from the catalog, quantities, a total, and signers. Once it is signed, the invoice is one click, and it says exactly what the order form said.
An order form
- Line items
- From the Products catalog, with quantities, discounts and the total rolled up.
- Signers
- Like any contract: order, fields, reminders.
- The deal
- Created from the deal, so the amount and the people are already there.
- Tracking
- Email it to the customer and see when it is opened and signed.
From order to invoice
- 1Build the order form from the deal. Lines come from the deal’s products.
- 2Send for signature.
- 3On completion, generate the invoice. Same lines, same total, issued by your invoicing provider.
- 4Track payment on the Income tab. With Stripe, the payment reconciles itself.
Around orders & invoices
The parts of the workspace this one works with.
Income
Money in. Every document you issued, paid against unpaid, by client, reconciled with Stripe.
Income is every document you issued: invoices, receipts, credit notes. Paid against unpaid, by client, with the Stripe payment reconciled beside it so the books match the bank.
Green Invoice
Issue invoices, receipts and credit notes that are legally yours, and reconcile them against Stripe.
Income rides on your invoicing provider account, connected per user. Documents issued from Everything are issued by the provider, numbered by the provider, and legally yours. A correction is a credit note, which is how invoicing compliance works.
Products
Your catalog. Line items on deals, order forms and invoices come from here.
Define a product once with its price and it becomes a line item anywhere money is written down: a deal, an order form, a purchase order, an invoice. Change the price and new documents pick it up.
Questions
Can I quote without a signature?+
Yes. Send an order form as a quote and add signers when they are ready.
Currencies?+
Per document, defaulting to the deal’s.
Can I chase unpaid invoices from here?+
Yes. Filter to unpaid and ask the assistant to draft reminders, or send them yourself with the hosted link.
Is this bookkeeping?+
It is the record of what you issued and what was paid. Your accountant still closes the books; the export is for them.
Can I edit an issued invoice?+
No. Issued documents are immutable. Cancel it with a credit note and issue a new one.
Other providers?+
Green Invoice today. Write to support about yours.
Can a deal have a custom price?+
Yes. A line item can override the list price and note a discount.
Try orders & invoices on your own data
Connect your email, then open a person. Most of the product shows up on that one page once the mail is in.
More in Close
Contracts, plans, order forms and invoices without leaving the app.
Upload or generate a document, place the fields, send it, and watch it come back signed.
Templates, snippets and components. Sharpen a snippet once and every template and step using it improves.
A step-by-step plan you share with a customer. Both sides see progress. They see a clean portal, not your workspace.
Define a product once with its price and it becomes a line item anywhere money is written down.