Get paid professionally and on time
Invoicing in creavio is how you bill clients and collect payments. It handles everything from creating the invoice to processing the payment to tracking who still owes you money. No more chasing checks or awkward payment conversations.
What you can do
- Create detailed invoices with line items, quantities, descriptions, and pricing for each service or product
- Apply tax rates automatically based on your location or per-invoice as needed
- Accept payments through Stripe so clients pay with credit card, debit card, or bank transfer directly from the invoice
- Set up partial payments and payment plans to split large invoices into manageable installments with due dates for each
- Send automatic payment reminders so you never have to personally follow up on overdue balances
- Track payment status at a glance: draft, sent, viewed, partially paid, paid, or overdue
Why it matters
Getting paid shouldn't be the most stressful part of running your business. Invoicing in creavio puts a professional face on your billing while automating the parts that eat your time. Clients receive a clean, branded invoice with a one-click payment button. You receive the money in your bank account, typically within two business days.
How it connects to everything else
Every invoice is linked to a client record in your CRM, so you can see a client's complete payment history in seconds. Invoices can also be attached to bookings, giving you a direct line from session to payment. Revenue from paid invoices feeds into your dashboard reporting, showing you how your business is performing month over month.
Overdue invoices are flagged automatically, and creavio can send reminder emails on your behalf so the follow-up happens without you lifting a finger.