CRM with Invoicing
Invoicing from your CRM means you don’t leave the customer record to send a bill. In PrimeBase, you create invoices from the customer (or from a project), and payments are tracked against the same record. So your team has one place for the relationship and the money.
Invoice directly from CRMCreate invoices from customer records
Open a customer, add an invoice, and send it. Line items can be linked to projects or products. The invoice is stored with the customer and appears in your accounting view, so you never lose the link between who paid and who they are.
Track payments automatically
When you record a payment, it’s attached to the invoice and the customer. Outstanding balances and payment history are visible from the same screen. That’s CRM with invoicing done right—no switching to a separate billing app.
Invoicing and CRM in one place
Create an invoice from the customer or from a project; line items can tie to products or time. Send the invoice and record payment receipts against it—each receipt updates the customer balance and the ledger. You can issue customer credit or debit notes when needed. All of it stays on the customer record so crm with invoicing is a single workflow, not two tools.