Invoices and the product catalogue
Create and review Fulcrum CRM invoices, manage drafts, understand payment status, use the product catalogue and reconcile provider updates.
Invoices live under Sales → Invoices. They record billing for the selected organisation. The invoice workflow can connect to Stripe; access, configuration and invoice state determine which actions are available.
Prepare an invoice
- Open Invoices or the New Invoice quick action.
- Select the intended contact and check its company and billing details.
- Choose the products and quantities, then review currency, totals and recipient.
- Save as a draft when it still needs review.
- Open the draft again and check the saved details before finalising.
Drafts and sending
Use Edit Draft while an invoice is still a draft. Finalize & Send is an external action: check the recipient and amount before proceeding. Clone as Draft is useful for a similar invoice, but the new draft still needs its own dates, quantities and customer review.
Read status carefully
The invoice list can filter draft, open, paid, uncollectible and void states. A saved invoice is not proof that the customer received it, and an open invoice is not proof of payment. Review the provider-backed invoice details and synchronisation status when reconciling a payment.
Product catalogue
Settings → Product Catalog manages the offerings used for invoice creation. Use consistent descriptions and inspect the selected price in each draft. A catalogue change does not mean an already-finalised invoice has changed.
Corrections and recovery
Void Invoice, deleting a draft and marking an invoice paid have different effects. Use the action that reflects the real situation and read its confirmation. Do not mark paid to clear a visual warning when payment has not actually been reconciled. If synchronisation fails, inspect the existing provider invoice before creating a replacement.
Verify the result
Check the customer, status, amount, provider reference and any sent notification. Use a draft for a rehearsal; do not send a real invoice merely to test the screen. Keep payment information and customer billing details out of public screenshots.
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