Part of CRM Business Hub Getting paid, and seeing it
Record payments, match your bank, chase what is late
An invoice is only done when the money is in. Record a payment in seconds and the invoice turns partially paid or paid by itself. Import your bank statement and the CRM suggests which payment belongs to which invoice. What is still open gets a friendly reminder, and later a firmer one, without you writing a single letter.
Your customer gets a link that opens the invoice on any device, and your PDF carries your bank details with a SEPA QR code. Every payment gets its own receipt number and can go to the customer by e-mail. The dashboard shows what came in over the last six months, so you always know where you stand.
Key Benefits
Record amount, date, method and reference - the invoice status updates itself
Import a CSV bank statement and match payments to invoices in one click
Reminders before the due date and dunning levels after it, automatic or by hand
A receipt number for every payment, and the receipt to your customer by e-mail
Bank statements matched in one click
Import the CSV, confirm the suggestions
Import your bank statement as a CSV - columns, date format and duplicates are recognised for you. The CRM suggests the matching invoice, supplier bill or expense for each line and matches the sure ones automatically, even when one payment covers several invoices.
Payment reminders and dunning levels
Polite first, firmer later - without writing a letter
Send a friendly note before the due date and a reminder when it has passed, repeated as often as you like. Or set up dunning levels with fees. It runs automatically or on your click, and you can pause it for a single invoice.
An invoice link for any device
The invoice in the browser, no account needed
Every invoice has its own page behind a link. Your customer opens it on a phone or a laptop without signing up, and sees exactly the invoice you sent.
Use Cases
Month-end with the bank statement
Import the CSV from your bank. The CRM suggests the matching invoice for each transaction, and you confirm the list instead of searching for each one.
The customer who always forgets
A friendly note goes out before the due date. If the invoice is still open afterwards, the reminder follows - and the next dunning level after that.
One transfer, three invoices
A customer pays several invoices with one bank transfer. You assign the amount across all three, and each shows what is still open.
FAQ
Try CRM Business Hub today
From first lead to paid invoice in one app
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