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Skode
CRM for Invoicing

Invoices from Deals — No Separate Billing Tool

55+ invoicing features built into your CRM. Generate invoices directly from deals, manage recurring billing, and track accounts receivable in one place.

Start Free — No Credit Cardplay_circleSee CRM Demo
80%
Less Invoicing Time
2x
Faster Payment Collection
40%
AR Reduction
$0
Extra Billing Software Cost

Complete Revenue Management

From quote to cash, everything your finance team needs inside the CRM.

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55+ Invoicing Features

Professional invoices, quotes, estimates, proforma invoices, credit notes, and debit notes. Complete billing lifecycle in one platform.

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Recurring Invoices

Set up recurring billing for retainers, subscriptions, and service contracts. Auto-generate and send invoices on your schedule.

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Customer Portal

Branded portal where customers view invoices, download PDFs, track payment history, and pay online. Reduce payment inquiries.

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Payment Links

Generate shareable payment links for quick collection. Send via WhatsApp, email, or SMS. Customers pay instantly without an account.

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Credit Notes

Issue credit notes for returns, adjustments, and overpayments. Auto-apply credits to future invoices with full audit trail.

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AR Reporting

Accounts receivable dashboards with aging reports, collection rates, outstanding balances, and payment trend analysis.

Deal to Cash in 5 Steps

Seamless revenue flow from closed deal to collected payment.

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01

Deal Won

When a deal is marked as Won in the pipeline, the invoicing workflow begins automatically.

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One-Click Invoice

Deal value, line items, and customer details flow into a professional invoice. Customize and send in seconds.

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Customer Portal

Customer receives the invoice with a link to your branded portal. They can view, download, and pay online.

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Payment Tracking

Track payment status in real-time. Automated reminders for overdue invoices. Partial payments supported.

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AR Dashboard

Monitor accounts receivable with aging reports, collection rates, and cash flow projections.

Frequently Asked Questions

Do I need a separate invoicing tool with Skode CRM?expand_more
No. Skode CRM includes 55+ invoicing features natively — invoices, quotes, estimates, credit notes, recurring billing, customer portal, and payment links. No need for QuickBooks, FreshBooks, or any other billing add-on.
How does one-click invoicing from deals work?expand_more
When you mark a deal as Won, click "Generate Invoice" and the deal value, line items, customer details, and tax settings flow into a professional invoice template. Review, customize if needed, and send — typically under 30 seconds.
What payment methods does the customer portal support?expand_more
The customer portal supports credit/debit cards and bank transfers through integrated payment gateways. Customers can also pay via payment links shared on WhatsApp, SMS, or Email without needing a portal account.
Can I set up recurring invoices for subscriptions?expand_more
Yes. Configure recurring invoices with custom intervals (weekly, monthly, quarterly, yearly), start/end dates, and automatic sending. Invoices are auto-generated and can be sent directly to customers with payment links attached.
What AR reports are available?expand_more
Skode CRM provides aging reports (30/60/90 day buckets), collection rate tracking, outstanding balance summaries, revenue by customer, payment trend analysis, and cash flow projections. All reports are exportable and filterable.

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Stop Paying for Separate Invoicing

Get CRM + invoicing in one platform. Join teams already saving on billing software.

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