Invoicing: Works With Your Other Apps

These connections switch on automatically when the same client owns both apps, and each one has an on/off switch in the app's Integrations button. See Every Integration for the full list.

Connections

• CRM: everyone the client invoices becomes a CRM contact, and each invoice sent or paid goes on their timeline. Invoices get an "Open in CRM" button, and CRM contacts and deals get a Create Invoice button.
• Reputation Management: when an invoice is paid, by card or by "Mark as Paid", the customer gets a review request. Invoicing's own review email turns off and its Settings page says so, so customers only get one request.
• Appointment Booking: each appointment gets an Invoice button that opens Invoicing filled in.