CRM with Invoicing
Generate invoices from time entries, track payments, and process payments online. All integrated with your CRM and projects. No separate invoicing tool needed.
Invoicing shouldn't be separate from your CRM
Most businesses use separate tools for CRM and invoicing. This means manual data entry, data getting out of sync, and extra costs. SoloCRM combines both.
The Problem with Separate Tools
- •Manual entry to create invoices from time
- •Invoice data doesn't link to projects
- •Can't see project profitability easily
- •Pay for separate invoicing subscription
Integrated Invoicing Solution
- ✓One-click invoice generation from time
- ✓Invoices automatically linked to projects
- ✓Real-time profitability tracking
- ✓One tool, one price
How invoicing works
Track Time on Projects
Log billable hours directly on project tasks. Set hourly rates, mark as billable, and add descriptions.
Generate Invoice
When ready to invoice, convert time entries to an invoice with one click. SoloCRM automatically calculates totals based on your hourly rates and creates a professional invoice.
Send to Client
Send invoices to clients via email. Include a payment link if you use Stripe integration, so clients can pay online directly.
Track Payments
Monitor invoice status, see what's been paid, and get alerts for overdue invoices. If using Stripe, payments are tracked automatically.
Built for your workflow
Features designed specifically for your industry
Generate Invoices from Time
After tracking time on projects, generate invoices with one click. SoloCRM automatically includes all billable time entries, calculates totals based on your hourly rates, and creates professional invoices.
- One-click invoice generation from time
- Automatic calculation from hourly rates
- Include all billable time entries
- No manual data entry
Professional Invoice Templates
Create professional, branded invoices that look great. Customize templates, add your logo, and send invoices that represent your business well.
- Professional invoice design
- Customizable templates
- Brand your invoices
- Multiple invoice formats
Online Payment Processing
Accept payments online with Stripe integration. Clients can pay invoices directly with a credit card, and payments are automatically tracked in your CRM.
- Stripe payment integration
- Online payment links
- Automatic payment tracking
- Secure payment processing
Invoice Tracking & Management
Track invoice status, see what's been paid, what's overdue, and what's pending. Get reminders for unpaid invoices and maintain a complete invoice history.
- Track invoice status
- Payment reminders
- Overdue invoice alerts
- Complete invoice history
Your data flows automatically
No copy-pasting. Everything connects automatically.
Lead
Project
Time
Invoice
Turn a lead into a project. Log time on that project. Invoice from that time. It all flows together.
One tool for CRM and invoicing
Start free with 10 invoices included. Upgrade to Service Pro for unlimited invoicing, projects, and time tracking at £14.99/month.
View pricingQuestions?
After tracking time on projects, you can generate invoices with one click. SoloCRM automatically includes all billable time entries, calculates totals based on your hourly rates, and creates a professional invoice. You can also create invoices manually if needed. Send invoices to clients via email, and they can pay online with Stripe integration.
Yes. That's one of SoloCRM's key features. After logging time on project tasks, you can generate an invoice with one click. SoloCRM automatically includes all billable time entries, calculates totals based on your hourly rates, and creates a professional invoice ready to send.
Yes. SoloCRM integrates with Stripe for online payment processing. When you send an invoice, clients can click a payment link and pay directly with a credit card. Payments are automatically tracked in your CRM, so you always know what's been paid.
No. SoloCRM includes full invoicing features. Unlike using a separate tool like FreshBooks or Invoice2go, invoices in SoloCRM are automatically linked to your projects and time entries, making it easy to see the complete picture of your business.
Yes. SoloCRM includes professional invoice templates that you can customize. Add your logo, customize colors, and format invoices to match your brand. The templates are designed to look professional and represent your business well.
SoloCRM tracks invoice status automatically. You can see which invoices are paid, pending, or overdue. If you use Stripe integration, payments are tracked automatically. You can also mark invoices as paid manually if clients pay through other methods.
You can still create invoices manually in SoloCRM. While the time-to-invoice workflow is a key feature, you're not required to use it. You can create invoices from scratch, add line items manually, and send them to clients just like any invoicing tool.
Separate invoicing tools require you to manually transfer data from your CRM or time tracking tool. With SoloCRM, invoicing is integrated - invoices are automatically linked to projects and time entries, so you can see the complete workflow from lead to project to time to invoice. This saves time and eliminates errors from manual data entry.
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