All features
Operations
Invoicing
From closed deal to paid invoice without friction.
Overview
Create line-item invoices linked to accounts, opportunities, or contracts. Send them directly to clients via a public payment portal and track status from draft to paid.
Key capabilities
- Line-item invoices from catalog
- Multi-status lifecycle (Draft → Paid)
- Public client payment portal
- Linked to accounts & opportunities
- PDF generation
- Payment tracking
- Overdue reminders
- Revenue reporting
app.swiftlycrm.com/invoicing