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.

The invoices & credits main screen

Matthew James Finkel

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

Invoices & Credits

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

Create an invoice from an opportunity

Learn about project invoicing and how to invoice a project.

Create an invoice from a project

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

Create part or percentage invoices

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

Create a manual invoice or credit

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

Create an invoice from a deal priced opportunity

Create invoices and credits

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

Customize your invoice items list

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

Change your default invoice terms, invoice numbering, and other settings

Customize an invoice

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

Issue an invoice or credit to make it legal

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

Credit an invoice

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

Print, download, or send an invoice or credit

Work with an invoice

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

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

Post to Xero or QuickBooks Online

Record payments or refunds against an invoice.

Take payments or mark an invoice as paid

Take payments

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