This may sound odd coming from someone who’s been in software development for over 30 years, but here it is:
Invoices absolutely belong in your CRM.
No, not for processing payments. Your accounting system or ERP handles that just fine. But for visibility, access, and insight, your CRM should have copies of your customer invoices—and in Episode 8 of Not Your Grandfather’s CRM, we show you why.
For example:
- 🧠 Know your customer with first/last invoice dates and purchase history
- 💸 See past due balances and average days to pay
- 📬 Avoid unnecessary ERP licenses by giving sales access to invoice info in CRM
- 📊 Fuel better marketing campaigns based on actual customer behavior
- 💼 Let sales send a copy of the invoice without involving accounting
In the video, we showcase a client that uses their CRM to view and manage copies of invoices and credit card receipts—all without ever replacing their existing accounting system.
The accounting team still handles billing, but once that process is complete, a copy of the invoice data is automatically synced to CRM. From there, users can:
- See email and print queues
- Customize recipients by contact
- View history and resend PDFs with one click
- Log every action in the CRM timeline
This is smart CRM—not accounting, but an extension of your operations, perfectly suited for cross-functional collaboration.
👉 Want this level of visibility in your CRM? Contact us today
