Generating invoices

Timely and accurate invoicing contributes to positive customer relationships. Keap provides businesses with the tools to efficiently manage invoicing, reducing the likelihood of errors and improving overall customer satisfaction.

Getting ready

Here’s how invoices are typically used within Keap:

• Record-keeping and documentation: Invoices serve as a record of transactions between the business and its customers. They provide a documented history of purchases, payments, and any related financial transactions.
• Order processing: Invoices are often linked to sales orders and quotes. When a customer accepts a quote or places an order, Keap can generate an invoice automatically, streamlining the order-to-invoice process. This ensures accuracy and efficiency in managing sales transactions.
• Payment tracking: Monitoring outstanding balances is a critical step in running a business. This helps in managing cash flow, identifying overdue payments,...