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Invoices

Create invoices from the Invoices page (or from a deal). An invoice needs:
  • The deal it bills (required — shown as “Deal — Customer”)
  • An optional invoice number and a currency
  • Line items — product (optional), description, quantity, unit price, and a discount %, with totals computed per line; or a simple manual total when you don’t need line items
New invoices start as drafts with the issue date set. The invoices list shows number, customer, deal, amount, status, and issue date, and is searchable.
Your company logo, address, and billing details appear on invoices — a warning links you to Settings if they’re missing. Admins set these under Settings → Branding & Billing.

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Discount approvals

To keep discounting under control, quotes whose discount meets your company’s threshold (say, 40%) are automatically submitted for approval — and until approved, invoicing that deal is blocked, with a message explaining why. The Approval Queue page is where designated approvers (a configured approver role, or Company Admins by default) handle these:
  • Each request card shows the quote, amount, discount %, requester, and date, with a View quote link.
  • Approve unblocks invoicing for the deal.
  • Reject asks for an optional reason (e.g. “Discount exceeds policy limit”) and keeps invoicing blocked until the quote is revised.