Can I track partial payments on a single invoice?

Yes. You can record multiple payment receipts against a single invoice. SolarCrm tracks the paid amount, remaining balance and payment dates. The invoice status updates automatically from Sent → Partially Paid → Paid as payments are recorded.

Can I invoice in different currencies for international clients?

Yes. SolarCrm supports multi-currency invoicing. Each client or deal can be set to a specific currency. Tax rates and currency formatting adjust accordingly. Accounting integrations export multi-currency transactions with appropriate exchange rate handling.

Does SolarCrm sync invoices to QuickBooks or Xero?

Yes. SolarCrm integrates with QuickBooks Online and Xero. Invoices created in SolarCrm sync to your accounting software automatically, including client details, line items, tax and payment status. This eliminates double-entry between your project management and accounts teams.

💰 Invoicing & Payments Module

Bill your clients the moment a milestone is done

Milestone-based invoicing that fires automatically when project stages are completed. Track partial payments, manage outstanding balances and collect on time - without anyone manually triggering the billing.

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Invoices - June 2025 · All Projects

$2.4M

Revenue MTD

↑ 22%

$148K

Outstanding

12 invoices

$38K

Overdue

3 invoices

Invoice#	Client	Milestone	Amount	Status
INV-1041	Nexgen Facilities	Deposit 30%	$32,061	Paid
INV-1052	Clearview Park	Mounting done	$25,260	Paid
INV-1058	Bright Sun Systems	Wiring complete	$18,500	Partial
INV-1063	GreenHaven Corp	Commissioning	$42,000	Sent
INV-1044	SkyRoof Ltd	Final handover	$11,600	Overdue

Key capabilities

Billing that works as hard as your team

Automated invoicing tied to project progress - so you collect on time, every time.

⚡

Milestone-triggered invoicing

Define billing amounts or percentages for each project milestone. When a milestone is marked complete, SolarCrm automatically generates the client invoice - no one has to remember to bill.

💳

Partial payment tracking

Record partial payments against invoices. Track what's been paid, what's outstanding and what's overdue - at the invoice level, project level and client level simultaneously.

📅

Payment schedule management

Set up payment schedules at deal stage - deposit, progress payments, completion, retention. Payment schedule drives the entire billing cycle, triggered automatically as the project progresses.

🔔

Overdue alerts & follow-ups

Automatic overdue notifications to your team when payment due dates pass. Escalation alerts for long-overdue invoices. Reduce DSO (Days Sales Outstanding) without manual chasing.

📊

Revenue dashboard

Real-time revenue by project, client, region and team. Outstanding vs collected by month. Cash flow view showing expected collections for the next 30–60–90 days based on project milestones.

🔗

Multi-currency & tax support

Invoice in any currency - USD, AED, AUD, EUR, GBP and more. Apply local tax rates (VAT, GST) per client or region. Accounting integrations export to QuickBooks and Xero automatically.

The workflow

Payment schedule to collected - 5 steps

Payment Schedule Set

At deal stage - % per milestone

Milestone Completed

Field team marks done

Invoice Auto-Created

Correct amount, correct client

Sent to Client

Email with payment link

Payment Collected

Recorded, synced to accounts

FAQ

Invoicing & Payment questions

Yes. If you have linked a billing amount to a milestone (e.g. 30% on completion of wiring), SolarCrm creates the invoice automatically the moment the milestone is marked complete. Your finance team is notified and the invoice is ready to send - no one needs to manually trigger billing.

Related modules

What connects to Invoicing

🏗️

Never miss a billing milestone again

Automatic invoicing tied to project progress. Collect on time, every time - without the manual chasing.