Invoice fields
Invoice statuses
Draft
The invoice has been created but has not yet been sent or finalized. Use this status while you are still editing the invoice.
Pending
The invoice has been issued and you are waiting for payment. The due date has not yet passed.
Paid
Payment has been received in full. The balance due is zero.
Overdue
The due date has passed and the invoice has not been paid. Overdue invoices are highlighted in red in the invoice list.
Cancelled
The invoice has been voided and is no longer actionable.
How to create an invoice
1
Open the Invoices section
Select Invoices from the main navigation.
2
Click New Invoice
Click the + New Invoice button in the upper-right corner of the Invoices page.
3
Fill in invoice details
Enter the invoice date, due date, contact name, and an optional opportunity name. Set the initial status (defaults to Draft) and select the staff member to assign the invoice to.
4
Add a billing address
Enter the billing address for the contact. If you are creating the invoice from a client profile, the address is pre-filled from the client record.
5
Add line items
In the Services / Line Items section, enter a description for each service, its quantity, and its unit price. The line total and grand total are calculated automatically. Click + Add Service to add more rows.
6
Apply adjustments if needed
Optionally add or deduct an adjustment amount from the subtotal. Enter a note to explain the adjustment.
7
Record any amount already received
If partial payment has already been collected, enter it in the Amount Received field. The balance due updates automatically.
8
Save the invoice
Click Create Invoice. BridgePoint CRM assigns an invoice number and saves the record. You are taken directly to the invoice detail page.
Invoice numbers follow the format
INV-XXXX and are assigned sequentially per office. You cannot manually set or change an invoice number.How to update an invoice
1
Open the invoice
Click any invoice row in the Invoices list to open it.
2
Edit the fields you need to change
Update any field — including status, due date, line items, amount received, or assigned staff.
3
Save your changes
Click Save Changes. All edits are saved and totals are recalculated immediately.
Updating invoice status
To change the status of an existing invoice, open the invoice and use the Status dropdown in the Invoice Details section. Select the new status and click Save Changes.How to generate and download a PDF
BridgePoint CRM can generate a formatted PDF of any saved invoice. The PDF includes all invoice fields, line items, totals, and terms and conditions.1
Save the invoice first
A PDF can only be generated after the invoice has been saved at least once. Click Create Invoice or Save Changes if you have unsaved edits.
2
Click Generate PDF
Click the Generate PDF button in the header or at the bottom of the invoice form. BridgePoint CRM generates the PDF and opens it in a new browser tab.
3
Download the PDF
Once the PDF is open in the new tab, use your browser’s download option to save it to your device.
How to filter invoices
The Invoices page provides three ways to narrow the list:Your status and assignee filters are remembered the next time you open the Invoices page. The search box is intentionally not saved, so a contact name never lingers on a shared workstation.
Invoices on a client record
When you create an invoice and link it to a client, the invoice appears in that client’s profile alongside their other records. You can view and manage all invoices for a specific client directly from their profile without leaving the client record.Linking an invoice to a client is optional. You can create invoices without a client association for billing situations that do not correspond to a specific client record.