With CrocoClick, you can generate invoices directly from your CRM. This allows you to easily bill your customers for their purchases of products and services, while keeping your accounting and customer relations running smoothly.

STEP #1: Create a new invoice

1. Go to the "Payments" section in the left-hand menu.

2. Go to "Invoices & Quotes," then click on the "+ New" button.

3. In the drop-down menu, click on New Invoice.

You will then be redirected to the invoice editor.

STEP #2: Customize the invoice

1) Name your invoice

Add a unique name to your invoice to better organize and find your documents.

2) Add essential information

📌 Information about your company & the customer

• Click on ✏️ to edityour company information.

• Use the "..." button to edit or delete a customer.

📌 Invoice settings

• Invoice number

• Issue date

• Due date

📌 Adding products/services

• Click + Add products to insert items from your catalog.

• Change prices and quantities by clicking on them.

• Add taxes and get a detailed summary of the total amount.

📌 Subtotal & additional options

• Apply a discount

• Add taxes (VAT, etc.)

• Schedule a payment plan.

• Add notes, terms and conditions, and attachments (up to 10 files, 20 MB max).

• Apply late fees

  • Fixed amount: set a flat fee and frequency of application.

  • Percentage of remaining balance: apply a percentage to overdue invoices.

• Manage tips

3) Setting Additional Options

📌 Preview

Check the appearance of your invoice before sending it to your customer.

📌 Record a payment

Manually add a payment received outside of the CRM (cash, check, bank transfer).

• Cash payment: Record the exact amount and add notes.

• Bank transfer: Enter the amount and transfer details.

• Card payment (via Stripe): Record or use an existing card

• Check payment: Enter the check number and the corresponding amount.

📌 Manage payment methods

Choose how you want the customer to pay their invoice (card or bank transfer via Stripe)

📌 Convert to template

Save time by saving recurring invoices as templates.

STEP #3: Send the invoice

• Send by e-mail or SMS directly from CrocoClick.

• Copy & Mark as sent to duplicate an existing invoice in one click.

The emails used to send the invoice will be the ones you have set up in the "settings." For more information, visit read this dedicated article

Conclusion

With CrocoClick, managing your invoices becomes simpler, faster, and more efficient.

You can create, customize, and send your invoices in just a few clicks, while keeping a clear view of your payments and customers.

Thanks to templates, flexible payment options, and built-in automations, you save time and optimize the financial management of your business.