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Invoice Management

Create an everlasting Invoice with the professional standard in an easy way. Click to download the PDF format or send it to your client directly from the CRM.

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Entirely cloud-based – never worry about losing data

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Access across devices – Laptop, Desktop, iPad, or Mobile

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Click to Convert – Proposal or PI to Invoice in a click.

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All in One – Manage Proposal, PI & Invoice

Download PDF

Generate the PDF and download or send the Invoice to your client in professional PDF format.

One Click Convert

Simply convert a proposal to a proforma invoice or proforma invoice to invoice in just a click. Never enter the same details again and again.

Manage Payments & Status

You can have your custom status for your proforma invoice and manage the payments received also under the Invoice module.

Professional Look & Feel

Solid Performers not only provide lead and client details management but also helps you with creating and managing invoices and payments in a simple way. You can have customized tax options based on your Country Standards and currency can be changed based on your client requirement but everything can be managed in a single panel.

best crm software with multiple integrations

Gateway Integration

You can enclose your bank details or payment link along with the invoice and your clients can make use of those details for making the payment.

Convert in One Click

You can convert a proposal or proforma to an invoice in one click whenever required without entering the same details once again.

Professional Look

Download the professionally crafted Invoice for you with various header designs based on your business needs in less than a minute.

Predefined Settings

You can predefine the default settings for creating an Invoice once and these data will be captured automatically while creating a new Invoice.

Multiple Layouts

You can create your custom header or Invoice layout or use any of the existing header which suits you business requirement in a click.

Auto ID

You can predefine the Invoice ID once and it will create continuous & unique PI ID for your Invoices. Never messup with data again.

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