CRM Invoice
Invoices for a compamy in AnyDB CRM Dashboard
By
AnyDB
The CRM Invoice template in AnyDB is a comprehensive, structured layout for creating and tracking invoices linked to CRM Company and Deal records. It allows businesses to generate, manage, and monitor billing documents, ensuring financial clarity across client relationships. This template is ideal for finance, sales, and operations teams managing post-deal revenue and collections.
Suitable for
Description
The template offers a polished invoice layout with fields for business and customer addresses, invoice numbers, itemized billing lines, prices, quantities, tax rates, payment terms, adjustments, and status tracking. It automatically calculates subtotals, sales tax, discounts, and the final total. Payment status is dynamically determined based on the amount paid versus the amount due and is displayed with a colored badge (“PAID” or “UNPAID”).
Dropdowns are provided for payment terms (ASAP, Net 30/60/90), and logic is built in to auto-calculate the payment due date accordingly. The invoice integrates with CRM Company and Deal templates to create a seamless flow from opportunity to billing.
Key Data Stored
- Invoice Number – Unique identifier for billing record
- Issue Date & Due Date – Automatically calculated based on selected payment terms
- From & Bill To Sections – Displays business and customer name and address
- Itemized Lines – Includes item description, quantity, unit price, and line totals
- Sales Tax % – Optional field to apply tax to subtotal
- Subtotal, Discount/Adjustments, Total, and Amount Due
- Payment Status – Automatically changes to “PAID” or “UNPAID” with color-coded background
- Recorded Payments – Tracks amount already received
- Footer Message – Customizable message (e.g., “Thank you for your business!”)
- Visual Structure – Includes bold headings, locked formula cells, and badge formatting
Business Use Cases
- Invoice Generation – Create invoices for deals or contracts closed via CRM Deal templates
- Billing and Collections – Track payment status and outstanding balances
- Finance and Accounting – Integrate invoice data into broader revenue tracking and reconciliation
- Customer Communication – Provide clear, formatted records for client billing
- CRM Integration – Seamlessly connects to company and deal records in AnyDB for context-aware invoicing
Why This Template is Powerful
- Automated Calculations – Subtotals, tax, and final totals are updated dynamically
- Status Logic Built In – Automatically tracks whether an invoice has been paid
- Polished Presentation – Ready-to-share formatting with professional styling
- Fully Integrated with CRM – Links directly to company and deal templates
- Clear Financial Tracking – Helps finance teams monitor revenue flow post-sale
This template helps organizations maintain clarity, consistency, and traceability in invoicing—completing the CRM lifecycle from lead to deal to revenue collection.