Definition
Invoice
An invoice is a bill sent to a customer listing the work done and the amount owed. It records the sale, sets payment terms, and requests payment. In a CRM, invoices tie to the customer and job so a business can track what has been billed and what remains unpaid.
An invoice turns completed work into a request for payment. It lists the services, the price, any taxes, and when payment is due, giving the customer a clear record and the business a way to get paid.
Linking invoices to customer and job records keeps the money side organized. You can see which jobs are billed, which invoices are outstanding, and when to send a payment reminder, so revenue does not slip through the cracks after the work is done.
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