ConnectAgent LogoConnectAgent
Invoice Management Platform

INVOICES
CREATE ·
SEND · TRACK

Create, send, and track invoices without leaving ConnectAgent. Track payment status, manage invoice records, and keep compliance-ready documents for every client interaction—all in one unified workspace.

Invoice Management Journey

HOW INVOICES WORK ON CONNECTAGENT

From invoice creation to payment tracking and compliance records, ConnectAgent keeps your entire invoicing lifecycle automated, tracked, and compliant.

Custom templatesAuto-fill client dataSaved line items

Create or use invoice templates

Build professional invoices with branded templates, saved line items, and auto-fill client data.

Start from customizable templates that match your brand, or create invoices from scratch. Auto-populate client information from your CRM, reuse saved line items and pricing, and generate invoices in seconds.

  • Re-use branded invoice templates with your logo and company details.
  • Auto-populate client information from CRM integrations.
  • Save frequently used line items and services for quick access.

Invoice Snapshot

Invoice template library

12 branded templates ready · Latest: Service Invoice v3 saved by Sarah. Re-usable line items and pricing ready for the next invoice.

Last edit: 8 minutes ago

Brand compliance: passed

12

Templates

48

Saved items

2.5h/week

Time saved

Recurring Invoices

Set up automatic recurring invoices for subscriptions, retainers, or monthly services with proration handling and cancellation management.

Complete Record Keeping

Store all invoices, payments, receipts, and communications in one centralized location with full search and export capabilities.

Workflow Automation

Automate invoice workflows based on payment status—update CRM, assign tasks, sync with accounting tools, and trigger follow-ups.

Unified Dashboard

Manage all your invoices from a single, intuitive dashboard. View active invoices, pending payments, and invoice metrics at a glance.

Real-time invoice updates
Quick invoice search
Client management integration
Payment timeline view
Orchestrated Workflow

AUTOMATE YOUR INVOICE WORKFLOWS

From creating invoices to maintaining compliance-ready records, ConnectAgent keeps your invoice management aligned with your business process, accounting standards, and revenue goals.

Stage 1

Create Invoice with Templates

Select from your saved invoice templates or create custom ones with your branding. Auto-fill client information from CRM, add line items, and set payment terms—all in one streamlined process.

Creation
  • 15+ invoice templates
  • Auto-fill from CRM
  • Custom branding enabled

Stage 2

Send via Multiple Channels

Send invoices to clients via email with PDF attachments, SMS with payment links, or generate secure shareable URLs. Track delivery status, opens, and views across all channels in real-time.

Distribution
  • Email, SMS, link
  • Delivery tracking
  • Open rate monitoring

Stage 3

Track Payment Status

Monitor invoice payment status manually as clients pay. Record payment details, update invoice status to paid or partially paid, and generate receipts automatically for completed transactions.

Payment
  • Manual payment recording
  • Status updates
  • Auto receipt generation

Stage 4

Manage Invoice Records

Store all invoices, receipts, and communications in one centralized location. Search and filter by client, date, status, or amount. Maintain complete invoice history with all versions and interactions.

Records
  • Complete history
  • Advanced search
  • Multi-filter support

Stage 5

Export & Integrate

Export invoice records in multiple formats (PDF, CSV, Excel) for accounting software integration. Seamlessly sync with QuickBooks, Xero, and other accounting platforms for streamlined bookkeeping.

Export
  • Multiple formats
  • QuickBooks sync
  • Xero integration

Stage 6

Analytics & Compliance

View revenue dashboards, aging reports, and payment trend analysis. Maintain compliance-ready records with audit trails, digital signatures, and full transaction history for accounting and regulatory requirements.

Insights
  • Revenue dashboards
  • Aging reports
  • Compliance ready

Live Metrics Snapshot

15+ invoice templatesAuto-fill from CRMCustom branding enabled

TRACK & MANAGE EVERY INVOICE

See how ConnectAgent's invoice management platform works. Each feature activates to show real invoice tracking and management capabilities.

View All Invoices

See all your invoices in one unified dashboard. Filter by status, client, date range, or amount with real-time updates.

Track Payment Status

Monitor payment status for each invoice. Mark payments as received, view payment history, and generate receipts instantly.

Filter by Status

Quickly filter invoices by payment status—paid, pending, overdue, or draft. Find what you need in seconds.

Search Invoices

Search invoices by number, client name, amount, or date. Advanced filters help you locate specific invoices quickly.

Export Records

Export invoice records in PDF, CSV, or Excel formats. Integrate with accounting software like QuickBooks or Xero.

View Analytics

Get insights into your invoice performance with revenue dashboards, aging reports, and payment trend analysis.

Invoices

Manage and track all your invoices

Total

$46.2k

Paid

$28.1k

Pending

$8.8k

Overdue

$24.8k

INV-2025-001

Paid

Acme Corporation

$12,450

Oct 31, 2025

INV-2025-002

Pending

TechStart Inc.

$8,750

Oct 28, 2025

INV-2025-003

Overdue

Global Solutions Ltd.

$24,800

Oct 15, 2025

INV-2025-004

Draft

Digital Ventures

$5,200

Nov 5, 2025

INV-2025-005

Paid

Marketing Pro

$15,600

Oct 25, 2025

INV-2025-001

Acme Corporation

$12,450

Paid

Due Date

Oct 31, 2025

Payment Method

Credit Card

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ABOUT US

Learn more about our company's journey in revolutionizing multi-channel communication and campaign management.