Invoices and Credits
Current RMS makes it easy to get paid with a variety of invoicing options.
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🎞️ How does invoicing work in Current RMS?Create invoices and credits linked to opportunities and projects, or create manual invoices.
The invoices & credits main screenSee all of the invoices on your system that need your attention, and historic data.
Create an invoice from an opportunityGenerate a full or part invoice for the items on your opportunity.
Create an invoice from a projectLearn about project invoicing and how to invoice a project.
Create part or percentage invoicesUse part invoicing to invoice for a percentage or straight dollar figure of a job.
Create a manual invoice or creditGenerate a blank invoice or credit that you can add items to and customize information on.
Create an invoice from a deal priced opportunityMultiple lines may be created when you invoice from an opportunity with deal prices.
Issue an invoice or credit to make it legalWhen you’re happy with an invoice, issue it to make it final and a legal document.
Credit an invoiceRefund or reduce the amount a customer owes you by creating a credit note.
Print, download, or send an invoice or creditUse the options under the Print heading to send your invoice to your customer.