Current RMS Guides
Go to Current RMS
Go to Current RMS
All Collections
Invoices & Credits
Invoices & Credits
Current RMS makes it easy to get paid with a variety of invoicing options.
Matthew James Finkel avatar
By Matthew1 author14 articles
🎞️ How does invoicing work in Current RMS?
The invoices & credits main screen

Create invoices and credits


Create an invoice from an opportunity
Create an invoice from a project
Create part or percentage invoices
Create a manual invoice or credit
Create an invoice from a deal priced opportunity

Customize an invoice


Customize your invoice items list
Change your default invoice terms, invoice numbering, and other settings

Work with an invoice


Issue an invoice or credit to make it legal
Credit an invoice
Print, download, or send an invoice or credit

Post to Xero or QuickBooks Online


Post an invoice or credit to Xero or QuickBooks Online or Sage

Take payments


Take payments or mark an invoice as paid
Current RMS Guides
  • Home
  • Free 30 day trial
  • Book a demo
  • Blog
  • Facebook
  • Twitter
IntercomWe run on Intercom