Creating Invoices

Overview

Growul includes a full invoicing system that lets you create, send, and track invoices — all connected to your CRM contacts and deals. Accept payments via Stripe, PayPal, or bank transfer.

Creating an Invoice

1. Navigate to Invoicing > Invoices
2. Click New Invoice
3. Select a contact (or create a new one)
4. Optionally link the invoice to a deal for revenue tracking

Invoice Details

• Invoice number — auto-generated sequentially (customizable prefix, e.g., "INV-001")
• Issue date — defaults to today
• Due date — select a payment term: Net 7, Net 15, Net 30, Net 60, or custom
• Currency — supports USD, EUR, GBP, CAD, AUD, and 50+ currencies

Line Items

Add one or more line items:

• Description — what you are billing for
• Quantity — number of units
• Unit price — price per unit
• Tax rate — optional tax percentage (configurable per item)
• Discount — percentage or fixed amount

The subtotal, tax, and total are calculated automatically.

Notes and Terms

• Notes — visible to the client (e.g., "Thank you for your business!")
• Terms — payment terms, late fee policy, or other legal text

Sending Invoices

Click Send Invoice to email it directly to the contact. The email includes:

• A summary of the invoice
• A Pay Now button that links to a hosted payment page
• A PDF attachment of the invoice

You can also download the PDF and send it manually.

Accepting Payments

Stripe

Connect your Stripe account in Settings > Payments to accept:

• Credit and debit cards (Visa, MasterCard, Amex)
• Apple Pay and Google Pay
• ACH bank transfers (US)
• SEPA direct debit (EU)

PayPal

Connect PayPal in Settings > Payments to offer PayPal checkout as an option.

Manual Payments

Record cash, check, or wire transfer payments manually by clicking Record Payment on the invoice.

Invoice Statuses

| Status | Meaning |

| --- | --- |

| Draft | Not yet sent to the client |

| Sent | Emailed to the client, awaiting payment |

| Viewed | The client opened the invoice link |

| Partially Paid | Some amount has been received |

| Paid | Full amount received |

| Overdue | Past the due date with balance remaining |

| Void | Cancelled — no payment expected |

Recurring Invoices

For subscription or retainer billing:

1. Create an invoice as usual
2. Toggle Recurring and set the frequency (weekly, monthly, quarterly, yearly)
3. The system will automatically generate and send new invoices on schedule

Tips

• Use invoice templates to save your branding (logo, colors, footer) for consistent invoices
• Enable automatic reminders to send follow-up emails for overdue invoices (3, 7, and 14 days after due date)
• Link invoices to deals so your revenue reports reflect actual collections
• Export invoices to CSV for your accountant or connect directly to QuickBooks/Xero