Customer invoicesNEW
Close the sale cycle inside the CRM. From an approved quote, you issue the customer invoice in a few clicks, record payments as they come in, and track what’s open and what’s already overdue. That way collection stops living in a separate spreadsheet: you know who paid, who’s missing, and who needs a reminder, all tied to the deal it came from.
- Issue the invoice from a quote, with no retyping.
- Record payments received and see the open balance.
- Track overdue invoices so you collect at the right time.
Free in Sellio, you only pay for the machine
Invoice issuing and collection tracking are included. The product stays free and you pay only for infra usage above US$20 a month.
Collection under control
With overdue ones highlighted, you act before the delay turns into a bad debt.
Less spreadsheet, fewer errors
The invoice is born from the quote, so there’s no retyping and no mismatch between what was sold and what was billed.
A clearer cash flow
Recording payments and balances shows what already came in and what is still to come.
From quote to invoice with no rework: the data flows from the deal to collection.
Overdue view: you see what slipped and act before it becomes a loss.
Collection tied to the customer: invoice, payment, and deal live in the same place.
From quote to invoice in seconds
The approved quote becomes an invoice without you retyping items and values. What was negotiated flows straight to collection, so the rework disappears and so does the transcription error between sales and finance.
Know who paid and who’s missing
Each payment received is recorded and the open balance stays visible. Overdue invoices show up highlighted, so you collect at the right moment and don’t leave money on the table.
- 1
Approve the quote and issue the invoice from it.
- 2
Send the invoice to the customer.
- 3
Record payments as they come in.
- 4
Track the overdue ones and collect at the right time.
Closed the sale, invoiced it
As soon as the quote is approved, you issue the invoice right away, without waiting for finance to build it from scratch.
A collection cadence
Overdue invoices show up highlighted and you fire the right reminder to each late customer.
Do I have to build the invoice from scratch?
No, the invoice is born straight from an approved quote, with no retyping items and values.
Can I know what's overdue?
Yes, overdue invoices show up highlighted so you collect at the right time.
How do I record a payment received?
You record the payment right on the invoice and the open balance updates automatically.
Is the invoice tied to the deal it came from?
Yes, invoice, payment and deal live in the same place, tied to the customer.
Does this replace a collection spreadsheet?
Yes, collection stops living in a separate spreadsheet, you know who paid and who's missing right in the CRM.
Can I see how much cash already came in and what's still pending?
Yes, recording payments and balances shows what already came in and what is still to come.
How do I collect from a late customer?
Overdue invoices show up highlighted and you fire the right reminder to each late customer.
Is there an extra cost to issue customer invoices?
It's free. You only pay for infrastructure usage above US$20 a month.
How long does it take to issue the invoice after the quote is approved?
Just a few clicks, as soon as the quote is approved you can issue the invoice right away.