Create Professional Invoices Easily with 365 CRM Software
Smart Invoice Generation with Automation
Managing invoices manually can be time-consuming. With the powerful invoice generation feature inside 365 CRM software, businesses can create professional documents in minutes, keep accurate records, and deliver invoices instantly to customers. Whether you need a paid invoice, a non-GST invoice, or even a half-paid invoice, the process stays fast, secure, and error-free.
Multiple Invoice Types for Every Scenario
Different customers and projects require different billing formats. The system supports:
- Paid Invoice – Issue a receipt when a payment is fully settled.
- NON-GST Invoice – Perfect for clients or services not covered by GST regulations.
- Half-Paid Invoice – Track partial payments while you wait for the remaining balance.
Each option is designed to match real-world business needs and ensure compliance with accounting standards.
Comprehensive Invoice List & Filters
Inside the invoice generate module, a dedicated List option shows the total number of invoices you have created. Powerful filtration features let you quickly find invoices for a specific client. Simply enter the client’s name or contact number, and the system displays all related invoices instantly. This helps you track payments and manage client records without searching through multiple files.
Flexible Payment Method Management
The Payment Method section allows you to add multiple payment options bank details, UPI IDs, or account numbers. When creating a new invoice, simply select the payment method to record where the funds were received. Later, filtering invoices by payment mode becomes effortless, helping you reconcile accounts accurately.
Automation Through Email and WhatsApp
Manual follow-ups often delay payments. That’s why the software includes full automation. Once an invoice is generated, the system can immediately send it to your client using email automation or WhatsApp automation. Clients receive their invoices in real time, which improves cash flow and makes your service look more professional.
Quick Quotation Generation
Many businesses need to send quotations before an order is confirmed. The same interface that handles invoices can create a GST quotation or a non-GST quotation in just a few clicks. Because quotations use the same templates as invoices, you maintain a consistent brand image and save hours each week.
Key Advantages of the 365 CRM Invoice Generate Feature
Invoice Types: Paid, GST & Non-GST, and Half-Paid invoices.
Search & Filtering: Find all invoices for any client by name or number.
Payment Method: Add and manage multiple bank or UPI accounts for smooth tracking.
Automation: Send invoices through WhatsApp or email instantly.
Quotation Support: Generate GST and Non-GST quotations for potential clients.
Why Choose Our Invoice Software
From startups to established enterprises, every company benefits from an all-in-one invoice generation solution.
Time Savings – Create and send invoices in a few clicks.
Accuracy – Built-in fields reduce human errors.
Professional Look – Clean, customizable invoice templates.
Better Client Communication – Automatic sharing via email and WhatsApp improves client satisfaction.
Final Thoughts
An efficient invoice generation system is essential for modern businesses. Our software supports not only paid invoices, but also non-GST & NON-GST invoices, as well as half-paid invoice types. Additionally, it provides automation, detailed filtering, and flexible payment method management. From creating a GST quotation to automatically sending invoices, this all-in-one solution keeps your billing process smooth and organized.
