Company administrators, authorised finance staff and clients where indicated.
Find answers to common questions about CRMCEO. Available menus and actions depend on your plan, enabled modules, company settings and permissions.
Why can’t I edit or delete a particular invoice?
Available actions depend on your role and the invoice’s payment state. An invoice with recorded payments can have editing restrictions. Ask your company administrator to review the invoice and payment history, then use the appropriate correction or credit-note workflow. If an action is unavailable, include the invoice number and the action you expected when asking for help.
How do I invoice logged project time?
Related existing guide: Create and review a customer invoice
Use Log-Time Invoice in Invoices. Select the project, client and time-log date range, then review the description and billing details before saving.
How do I download an invoice or export the list?
Related existing guide: Create and review a customer invoice
Open an invoice through its number to view and download it. Use Export on the invoice list for the recorded list instead of an individual document.
How do I schedule recurring invoices?
Related existing guide: Create and review a customer invoice
If available, create a recurring invoice, choose the client and items, then set the frequency, start date and repeat count. Review the preview’s first and next invoice dates before saving.
Can a recurring invoice continue indefinitely?
Related existing guide: Create and review a customer invoice
The recurrence controls allow a fixed number of cycles or an infinite cycle setting. Choose deliberately and verify the schedule preview before activating repeated billing.
Can clients stop recurring invoices?
Related existing guide: Create and review a customer invoice
For: clients and company administrators.
Only when Client can stop recurring is enabled for the recurring setup. Ask the company if the control is unavailable; do not assume all recurring schedules allow client cancellation.
Does recurring invoicing automatically collect money?
Related existing guide: Create and review a customer invoice
For: clients, company administrators and authorized staff.
Recurring invoicing generates invoices on a schedule. Do not treat invoice generation as proof of payment or a bank debit; confirm payment separately through your configured payment process.