Create invoices from connected records
Choose a client, add products or services, quantities, taxes, discounts, notes, due dates, and payment details in one workflow.
CRM with invoicing
Turn client work into invoices without leaving the CRM.
Flow keeps invoices, products, services, payment activity, inventory, returns, balances, and financial reports connected to the client relationship.
Track every invoice stage
Organize drafts, sent invoices, overdue balances, completed payments, templates, and customer-facing documents.
Connect inventory and returns
Track starting quantity, quantity invoiced, returned units, remaining stock, cost, revenue, and profit.
Open the source behind every number
Reports and accounting views link financial totals back to the invoice, client, product, or return that created them.