Invoice

An Invoice is a commercial document issued to a customer requesting payment for goods or services delivered, representing the financial formalization of a closed deal. In CRM-connected workflows, invoices are typically generated in an ERP or financial system and synchronized back to the CRM account record — giving sales, account management, and customer success teams visibility into billing status, payment history, and outstanding amounts without accessing the financial system directly. This integration is particularly important for subscription businesses: account managers handling renewals need to know the current billing status, and customer success managers flagging at-risk accounts need to understand whether billing disputes are contributing to relationship friction.