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Billing

Clean invoices with a clear balance due

Auto-numbered invoices with credit lines, invoice-level discounts, and per-column control over what the customer sees — all rolling up into a workspace billing queue.

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  • Credit lines & discounts
  • Import from a proposal
  • Balance-due banner
  • Billing queue rollup

Invoices that handle the real world

Auto-numbered invoices carry a sales-tax rate, issue and due dates, and bill-to details. A negative unit price or quantity creates a credit line for returns or goodwill, and an invoice-level discount applies to the subtotal before tax. Per-column visibility toggles decide whether the customer's PDF shows unit price, quantity, and subtotal, while your totals still add up.

  • Credit lines from negative amounts
  • Invoice-level discount before tax
  • Per-column PDF visibility toggles

From proposal to paid

Import the accepted proposal to seed the invoice, then generate a customer PDF themed from your brand color with a prominent balance-due banner. Every invoice rolls into a workspace billing queue with stat cards for total invoiced, open balances, outstanding, and collected — so you always know who owes what. Payments and deposits are recorded over in Accounting.

  • Import from a proposal
  • Brand-themed PDF, balance-due banner
  • Outstanding / collected billing queue

Ready to put Invoices to work?

Every feature is included in one plan — start free for 14 days.