wordpress crm with invoice management

Create Professional Invoices
Inside Your CRM

Bit CRM's invoicing module lets you create polished, professional invoices. Easily linked to your deals, products, and clients with a live preview that updates as you type all inside WordPress.

Start Managing Leads

See more features

The Real Problem

Invoicing Outside Your CRM Is Costing You Time & Money

Switching between tools to create invoices means manual data entry, pricing mistakes, and hours wasted every single week.

Re-entering data you already have

Your client's info is in your CRM. Their deal is tracked. Their products are saved. But your invoicing tool doesn't know any of that — so you type it all again, every single time.

Switching between tools kills flow

Deals close in your CRM, then you jump to a separate invoicing app, re-enter everything, copy-paste numbers, and pray nothing's wrong. It's chaotic — and completely unnecessary.

Unprofessional-looking invoices

Manually formatted invoices in Word or Google Docs look inconsistent, lack your branding, and create a poor impression exactly when you need clients to trust you most.

Invoice Management Features

Everything You Need to Invoice

Bit CRM makes invoicing easy. Your deal data, products, and client info are already in the system. All you have to just create the invoice and it all comes together automatically.

Build Your Invoice and Watch It Cometo Life Instantly

As you fill in the invoice form, a real-time preview on the right shows exactly how your invoice will look before you send it. No surprises. No back-and-forth. Just a polished invoice, built in minutes.

Live invoice preview updates as you type
Auto-generated Invoice Number (INV-{id})
Invoice Date, Due Date, and Terms fields
Upload your company logo
"From" section — your business details
Rich text Title editor — Bold, Italic, Underline, Lists
Live invoice preview updates as you type

Link a Deal and Everything Fills In Automatically

The smartest thing about Bit CRM invoicing? You don't have to re-enter a single thing. Select an existing deal and the contact details, address, and associated products flow into the invoice automatically.

Select a Deal from your existing deals pipeline
Contact info auto-populated — name, email, billing address
Products from the deal pre-fill the invoice line items
No manual data entry — zero copy-paste errors
Invoice stays connected to the deal for full history

Add Any Product From Your
Catalog, Woo Store, or Custom

Building invoice line items is completely flexible. Pull from your saved CRM products, pull WooCommerce store items directly, or type in a custom product or service whatever the deal calls for. Plus, choose exactly how tax is calculated.

Add products from Bit CRM Products module (Local)
Add products from your WooCommerce store (Woo)
Add custom products or services on the spot
Per line item: Price, Quantity, Discount %, Tax Rate %
Add unlimited line items
Tax Calculation: Tax Exclusive, Tax Inclusive, or No Tax
Auto-calculated: Subtotal, Tax, Gross Discount, Grand Total

Add Personalized Notes and Payment Terms in Invoice

Rich text Notes field — add custom messages to the client
Rich text Terms field — state your payment terms clearly
Formatting: Bold, Italic, Underline, Strikethrough, Quote, Bullet & Numbered lists
Both sections appear directly on the printed invoice

Payment System

Add a Payment Link to Every Invoice

Add a WooCommerce payment link right to your Bit CRM invoice, so clients can pay online in a click. You can even allow partial payments and track exactly what's paid and what's still due.

What Makes Bit CRM Invoicing Different

Professional Invoices.
Zero Extra Tools. Zero Extra Work.

Most CRM invoicing tools are completely disconnected from your CRM. Bit CRM changes that completely. Your deals, products, and client data power your invoices automatically.

See It Before You Send It

The right-side preview updates in real time as you fill in the form. So, your invoice always looks perfect before it goes out.

One Click and All Data Filled

Select an existing deal and the contact info, address, and products auto-populate. Zero manual data entry, zero mistakes.

Invoice Woo Products Too

Add your products and services with names, SKUs, pricing, tax rates, and type. Set them Active so they're available across the entire CRM immediately.

Inclusive/Exclusive Tax

Choose Tax Exclusive, Tax Inclusive, or No Tax. The right mode for every client, region, or business scenario.

Complete Feature Set of Invoice Module

Every Feature Inside Bit CRM Invoice Management

Here are the all features and functionalites of Invoice module.

Live Invoice Preview

A real-time preview panel shows exactly how your invoice looks as you fill in the form. No surprises when you hit send.

Auto Invoice Numbering

Invoice numbers are generated automatically (INV-{id}) so your records are always sequential and organized from day one.

Invoice & Due Dates

Set the invoice date, due date, and payment terms on every invoice — so clients always know exactly when payment is expected.

Logo Upload

Upload your company logo, and it appears on every invoice, giving your billing a professional, branded appearance.

Deal Linking

Link any invoice to an existing deal. Contact info and products auto-populate instantly, eliminating all manual data entry.

Auto-Populated Contact Info

When you select a deal, the client's name, email, and billing address fill in automatically from your Contacts module.

Local & Custom Products

Add any product from your Bit CRM product catalog or type in a custom product or service that isn't in the catalog yet.

WooCommerce Products

Switch the product source to "Woo" and search your WooCommerce store products by name or product ID: all within the invoice.

3 Tax Calculation Modes

Tax Exclusive, Tax Inclusive, or No Tax: choose the right tax handling for every invoice depending on your region and client.

Unlimited Line Items

Add as many products or services as needed. Each line item has its own price, quantity, discount percentage, and tax rate.

Auto-Calculated Totals

Subtotal, tax added, gross discount, and grand total are all calculated automatically as you add or update line items.

Rich Text Title, Notes & Terms

Format your invoice title, client notes, and payment terms with a full rich text editor: Bold, Italic, Lists, Quotes, and more.

FAQ

Frequently Asked Questions

Common questions about Bit CRM and Invoice module

You can create, view, edit, and manage all your invoices in one place. Add line items, set discounts, taxes, and due dates, then send the invoice off all without leaving your CRM.

Yes. Bit CRM lets you generate and download an invoice as a PDF so you can save it, print it, or share it however you need.

You can. Bit CRM lets you send an invoice by email straight from the CRM, so your client gets it right away.

Absolutely. You can add line items from a custom entry, your local CRM products, or your WooCommerce products, so building an invoice is quick.

Yes. You can add a WooCommerce payment link right on the invoice, so clients can pay online in one click instead of sorting out payment separately. (Note: WooCommerce needs to be active for online payments.)

They can. Bit CRM supports partial payments, and you can even set a minimum partial amount. So clients pay at least that much when they choose to pay in parts.

Yes. Each invoice shows the total, the paid amount, and what's still due, plus a payment history so you always know exactly where things stand.

You can. Bit CRM lets you add custom content sections above and below your line items and set up prefixes and payment terms so invoices match your business.

Ready to manage your business with The smartest CRM?

Compare for yourself. Unlike other CRM plugins, Bit CRM doesn't play games with your features or your wallet.

Try Now

Create Professional InvoicesInside Your CRM