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Creating and sending invoices

Create invoices, send them to clients, and record payments — right inside Flotira.

Flotira can create and track invoices so you can bill clients without leaving your workspace.

Creating an invoice

Open CRM and go to Invoices, or just ask in chat — "create an invoice for Acme Corp for 10 hours at $120." Flotira fills in the details and links it to the contact.

Sending it

Send the invoice to your client directly. Flotira keeps a record of what was sent and when.

Recording payments

When a client pays, record the payment against the invoice so your totals stay accurate. You can say "mark the Acme invoice as paid."

Seeing how a project is doing

Invoices and expenses roll up into a simple profit-and-loss view per project, so you can see what each piece of work actually earned.

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