CRM with Invoicing
Onpipeline invocing software to offer maximum flexibility, considering its potential use in different countries.
You can create your own payment terms, apply tax and discounts for each product, and even add withholdings.
Invoicing is a native feature included across all Onpipeline plans. It can be enabled or completely disabled depending on the client’s objectives and existing workflow preferences.
More than Invoice Generation
Creating an invoice is just one part of billing. Onpipeline helps you manage what happens before and after, from quotations and recurring invoices to payment tracking and customer records.
Recurring Invoices – Generate invoices from subscriptions according to their renewal schedules, with the option to prepare drafts or send invoices automatically.
International Billing – Create invoices in different languages and currencies, configure taxes and payment terms, and manage multiple issuing businesses with separate invoice numbering.
Connected Payments – Connect Stripe to accept online payments and keep payment information linked to the corresponding invoices in your CRM.
Send Invoices and Reminders
You can easily send invoices and payment reminders in one click. With just one click, a message addressed to the customer’s email will be generated, with the pdf invoice attached.
The email template can be customized (for each language/business) and include important information, like the due date. It can also be changed on the fly before sending the message.
Quotes and Subscriptions
From Standard Plan
Turn quotes and subscriptions into invoices in seconds.
If you use the Onpipeline Quote Manager, you can generate an invoice automatically in 5 seconds, by extracting the contents from the Quote created by your sales team. This time-saving measure also reduces the chances of human error.
If you use subscriptions, you can optionally configure Onpipeline to automatically generate your recurring invoices or drafts on the renewal date and, if you wish, send it to the customer via email.
Multiple businesses
Advanced Plan
If you need to invoice from different companies you can do it within the same account by creating a template / business for each company that has to issue invoices.
Each business has a customizable template that can be associated with both customers and invoices, and has dedicated numbering. Furthermore, every business can send emails from a different sender and email address.
Multilingual & multi-currency
From Standard Plan
If your business is international you can take full advantage of the features we offer.
You can invoice in the currency of your choice with our built-in currency converter. You can also send invoices in different languages according to the customer, choosing among the supported languages but also adding additional languages if necessary.
Keep Track of Invoices
Tracking payments and creating invoices manually can be time-consuming and, if done incorrectly, can cause cash flow problems for small businesses.
Having an organized system where all invoices and receipts are in one place can save time for business owners.
Online Payments
Advanced Plan
Connect your Stripe account in just a few minutes.
Once connected, invoices are automatically linked to online payments, whether it’s a one-time payment or a recurring charge from a subscription created in Onpipeline.
3 reasons to consider a CRM with Invoicing
1. Data in One Place
Once you win a deal, immediately send an invoice directly from the CRM without other communication methods.
2. Analytics
When you send invoices through your CRM, you can immediately know how many of your sales in the pipeline pay.
3. Save Time
Prospects don’t get invoices, they get quotes. Consider a CRM that turns a quote into an invoice with one click.
How much does it cost?
The software is included in all plans, at no additional cost! An Advanced account is required to use multiple businesses.
Can I customize the invoice template
We offer fully-customizable templates to add your logo, personal messages, layout and a colour scheme specific to your business. It is also possible if you are an expert user to directly customize the HTML code of the template used for pdf invoices.
Do I need to install the software?
No software to install on your computer. Onpipeline runs on the cloud so you can use any operating system (Windows, MAC, Linux etc.) and the hardware of your choice. It’s 100% web-based, meaning you can access it from anywhere.
Can I use it without the CRM?
Yes of course. The system works autonomously with a separate customer base for invoices and there is no need to use the other CRM features.
How do customers pay me?
You can offer your customers the payment method you prefer. Inside the invoice or email template you can enter instructions on how to pay invoices.
With our Advanced plan, you can connect your Stripe account in just a few minutes. Once connected, invoices are automatically linked to online payments, whether it’s a one-time payment or a recurring charge from a subscription created in Onpipeline.
Are reminders sent automatically?
At the moment you can send reminders only manually, with just a click next to the “overdue” label.
Can I download the invoices?
Yes. You can download your invoices in a csv format at any time (and import to your accounting software). It is also possible to save to your had drive the pdf invoice.
Does the software integrate with national e-invoicing systems?
Some countries, such as Italy, Mexico, Brazil, and Saudi Arabia, require invoices to be issued in specific electronic formats or submitted through national tax platforms.
Our software allows you to create, manage, and download invoices, but it does not provide direct integration with country-specific e-invoicing or tax reporting systems.
Where local regulations require a specific electronic format or submission through a national platform, the customer is responsible for downloading the invoices and converting or importing them into the format required by the relevant system.
Our team is available to assist with any specific requirements or questions.
