Pixie CRM guide collection
Invoices, payments and credit notes
Create billing records, record money received and keep credits, refunds and customer balances understandable.
Create an invoice
Create an invoice in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideEdit a draft invoice
Use this Pixie CRM guide to edit a draft invoice. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideSend an invoice to a customer
Practical Pixie CRM instructions for send an invoice to a customer, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideCreate and edit a recurring invoice
Create and edit a recurring invoice in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideUnderstand recurring invoice generation
A clear Pixie CRM walkthrough for understand recurring invoice generation, with the screen path, field checks and post-save verification.
Open guide →GuideRecord an invoice payment
A clear Pixie CRM walkthrough for record an invoice payment, with the screen path, field checks and post-save verification.
Open guide →GuideRecord a batch payment
Record a batch payment in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideManage payment records and receipts
Practical Pixie CRM instructions for manage payment records and receipts, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideSend overdue invoice notices
A clear Pixie CRM walkthrough for send overdue invoice notices, with the screen path, field checks and post-save verification.
Open guide →GuidePause and resume overdue reminders
Use this Pixie CRM guide to pause and resume overdue reminders. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideCreate a credit note
Create a credit note in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideCreate a credit note from an invoice
Practical Pixie CRM instructions for create a credit note from an invoice, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideApply credit to an invoice
A clear Pixie CRM walkthrough for apply credit to an invoice, with the screen path, field checks and post-save verification.
Open guide →GuideRecord and manage a credit note refund
Use this Pixie CRM guide to record and manage a credit note refund. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideExport invoices and sales PDFs
Use this Pixie CRM guide to export invoices and sales pdfs. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →