Invoicing & Payments

Invoice #INV-00234 Paid Acme Corp · Due: 28 Feb 2026 Website Design Package£2,400.00 Monthly Hosting (x12)£359.88 Subtotal£2,759.88 VAT (20%)£551.98 Total£3,311.86 This Month Invoiced£18,420 Collected£14,200 Outstanding£4,220 12 Paid 4 Overdue 3 Draft 6 Sent

Getting Paid

Create professional invoices, send them to clients, and track payments all within Twentu CRM.

Creating an Invoice

Invoices can be created in several ways:

  • From a quote – Convert an accepted quote to an invoice
  • From an order – Generate an invoice from an existing order
  • Standalone – Create a new invoice from scratch

Invoice Details

  • Invoice Date – When the invoice was issued
  • Due Date – Payment deadline (configurable default, e.g., 30 days)
  • Line Items – Products/services with quantities, prices, and tax
  • Terms – Payment terms and conditions
  • Internal Notes – Notes visible only to your team

Invoice Lifecycle

  1. Draft – Being prepared
  2. Sent – Emailed to the client
  3. Viewed – Client has opened the invoice
  4. Partially Paid – Some payment received
  5. Paid – Fully settled
  6. Cancelled / Refunded – Voided or money returned

Recording Payments

When you receive payment:

  1. Open the invoice
  2. Click Record Payment
  3. Enter the amount, date, and payment method
  4. The invoice status updates automatically (Partially Paid or Paid)

Multiple partial payments are supported for larger invoices.

Invoice Branding

Create multiple invoice brands if you operate under different trading names. Each brand can have its own logo, and you can select the brand when creating an invoice.

Consolidated Invoices

For clients with multiple orders, you can create a consolidated invoice that combines multiple orders into a single bill. Set a billing period (start and end dates) to group the orders.