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Invoice Management

YoroCRM's invoice management feature allows users to create and send invoices directly from the CRM platform
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Create and customize invoice templates and track payments

Build Cadence & Templates
Personalized Approach
Focus on Conversion
Multiple Pipelines
Sales Playbook
Invoice Management
Proposal Management
Workspace Management
The feature includes customizable invoice templates, the ability to track payments and balances, and integration with YoroCRM’s online payment gateway for secure online payments. Invoices can be linked to specific customer records, making it easy to track customer purchases and billing history.
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Invoice Management in YoroCRM

YoroCRM allows you to track the status of each invoice, including whether it has been sent, viewed, and paid. This provides you with real-time visibility into your billing process and helps you manage cash flow more effectively. 

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