# Invoicing & Payments

_Finance_

Create and send professional invoices, track payments, and manage expenses.

## Steps
1. Go to Finance from the sidebar (requires Finance suite).
2. Click "+ New Invoice" to create an invoice.
3. Select a contact, add line items, set due date.
4. Send the invoice via email — clients can pay online.
5. Track payment status in the invoices list.

## Tips
- Connect Stripe for automatic payment collection.
- Recurring invoices can be set up for subscription clients.
- QuickBooks and Xero integrations sync invoices bidirectionally.

## Example
On the 1st of each month an agency runs invoicing for its 22 retainer clients. CRMown auto-generates the invoices from a recurring template, sends each with a "Pay Now" Stripe link, and the AR aging report turns from a Friday-afternoon spreadsheet exercise into a 3-minute review of who hasn't paid.

## Troubleshooting
- **Invoice not generating PDF** — PDF generation requires the Finance suite to be active and the invoice must have at least one line item. Fix: Verify the Finance suite is active in Settings > Billing > Suite Add-ons. Add at least one line item to the invoice.

## Plans
Finance suite required. Included in Max. Starter/Pro require the suite add-on.