What is Sales Invoice and why is it important in CRM?

A sales invoice is an accounting document that businesses issue to customers and clients to record sales transactions and request payment. Sales invoices outline the goods and services provided, with transaction dates, confirmation of money owed, taxes payable, and other key information.

Businesses can issue sales invoices in several ways, such as:

  • Printed documents delivered by mail or in person.
  • PDFs or other files sent via email.
  • Automated digital documents sent from accounting software.

For that, you need to focus on creating an impactful reference-specific sales invoices template that works best for your business.

In Salestack CRM invoice can be called a Bill in simple words. Usually contains products or service details, Price and taxes, Address Information, Dates, Parties involved, Terms and Conditions, and Discounts. Users can share sales invoice print on Whatsapp.