Sales and finance module overview
Explore the Pixie CRM sales and finance workspaces with live clicks. Find deals, forecasts, sales documents, invoices, payments, items, subscriptions, expenses, contracts and accounting tools.
Invoices, payments and credit notes
Create invoices, automate recurring billing, record payments and manage credits and refunds.
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18 guides
Create an invoice
Create an invoiceIssue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.
Open guide →GuideEdit a draft invoice
Edit a draft invoiceCorrect customer details, line items, dates and terms before the invoice is finalised or paid.
Open guide →GuideSend an invoice to a customer
Send an invoice to a customerDeliver the client portal link and PDF using the invoice email template.
Open guide →GuideCreate and edit a recurring invoice
Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.
Open guide →GuideUnderstand recurring invoice generation
Understand recurring invoice generationLearn how cron, next invoice date and recurrence limits control automated invoice creation.
Open guide →GuideRecord an invoice payment
Record an invoice paymentApply an offline or manually confirmed payment with amount, date, mode and transaction reference.
Open guide →GuideRecord a batch payment
Record a batch paymentAllocate one received amount across multiple outstanding invoices when supported by the selected records.
Open guide →GuideManage payment records and receipts
Manage payment records and receiptsReview, email, download or remove payment records according to permissions and accounting controls.
Open guide →GuideSend overdue invoice notices
Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.
Open guide →GuidePause and resume overdue reminders
Pause and resume overdue remindersTemporarily stop automatic overdue messages for a specific invoice and resume them later.
Open guide →GuideCreate a credit note
Create a credit noteIssue a credit against a customer account with items, taxes and an explanatory reference.
Open guide →GuideCreate a credit note from an invoice
Create a credit note from an invoiceReuse invoice lines when reversing or adjusting all or part of a billed amount.
Open guide →GuideApply credit to an invoice
Apply credit to an invoiceAllocate available customer credit to one or more outstanding invoices.
Open guide →GuideRecord and manage a credit note refund
Record and manage a credit note refundDocument money returned to the customer and maintain the remaining credit balance.
Open guide →GuideExport invoices and sales PDFs
Export invoices and sales PDFsDownload individual or grouped invoice documents for audit, customer service or archiving.
Open guide →GuideeCommerce & POS Module overview
eCommerce & POS Module overviewStart with the complete code-backed module map.
Open guide →WorkflowOrders, fulfilment, payments and returns
Orders, fulfilment, payments and returnsThis section covers order search, status interpretation, fulfilment, invoice reconciliation and full compensating returns.
Open guide →WorkflowCheckout, client invoices, guest orders and email
Checkout, client invoices, guest orders and emailThis section documents identity fields, payment choices, mandatory terms, rate limiting, order tokens, native invoices and branded email.
Open guide →Related moduleRelated integration: Tide Payments
Open the dedicated Tide Payments documentation for connection, automation, reconciliation, evidence and troubleshooting.
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