Current RMS

Create invoices and credits linked to opportunities and projects, or create manual invoices.

🎞️  How does invoicing work in Current RMS?

See all of the invoices on your system that need your attention, and historic data.

Current RMS makes it easy to get paid with a variety of invoicing options.

Generate a full or part invoice for the items on your opportunity.

Learn about project invoicing and how to invoice a project.

Use part invoicing to invoice for a percentage or straight dollar figure of a job.

Generate a blank invoice or credit that you can add items to and customize information on.

Multiple lines may be created when you invoice from an opportunity with deal prices.

Re-order items and groups, change group names and create new ones, and change quantities and prices with ease.

Set how your invoice numbers should look, your address, and change other settings.

When you’re happy with an invoice, issue it to make it final and a legal document.

Refund or reduce the amount a customer owes you by creating a credit note.

Use the options under the Print heading to send your invoice to your customer.

Send an invoice straight to Xero, QuickBooks Online or Sage by hitting “Post Invoice.”

Record payments or refunds against an invoice.

Find answers and get help from Intercom Support and Community Experts

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