Invoice 1034Paid
Marlowe Coffee Co.
- Invoice Total
- $4.8k
- Paid on
- 10/15/2026
- Creation Date
- 10/02/2026
Last opened: Oct 15Audit historyView receipt
Send the invoice. Get paid online.
Add items from your catalog, send it by email or text, and see when it is viewed and paid. A reminder Workflow you switch on chases it if it runs late.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
- 01
- Build invoices from your saved products and services.
- 02
- Clients pay online by card or bank transfer through your Stripe account.
- 03
- See Open, Partial, Past due and Paid at a glance.
What is CRM invoicing software?
CRM invoicing software creates and tracks billing from the same customer records used to manage the relationship. In Workspace369 an invoice is built from the client record and your product and service catalog, paid online through your own Stripe account, and tracked from Viewed to Partly paid to Paid next to the client's proposals, projects and payments.
Product reference
Reviewed October 21, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the invoicing and payments documentationWatch · 2:20
Workspace369 invoices, step by step
Workspace369 invoices: build one from your catalog, set dates and tax, split it into installments, repeat it, send it, and record payments as they come in.
Read the transcript and chapter guide →Recorded in a demonstration workspace. Check current plans and settings for availability.
From a blank invoice to paid, on one screen.
The invoice editor keeps the items, how the client pays and the payment record together, so you build it, send it and follow the money without leaving the invoice.
- 01
Add items from your catalog
Pick saved products and services from the Catalog, or type a line of your own. The total updates as you go.
- 02
Choose how the client pays
Ask for the full amount, or split it into installments with their own due dates (payment plans are on Specialist and up). With the online page on, the client pays by card or bank transfer through your own Stripe account.
- 03
Send it by email or text
Save & Send Email, Save & Send SMS, or copy the link and share it yourself. Texts are on Voyager and up. The client opens the invoice link and pays without creating an account.
- 04
See where every invoice stands
Viewed when the client opens it, Partly paid after the first installment, Paid when the balance clears.
Pick from the catalog. The invoice adds itself up.
Products and services you sell often live in the catalog with their rates, so an invoice is a few clicks instead of retyping descriptions and prices.
- Catalog line items on every plan
- Edit any line after you add it
- The same catalog fills proposals
Catalog
Items2 items
- Brand strategy workshop1 × $900.00$900.00
- Logo system1 × $1,200.00$1,200.00
Subtotal$2,100.00Total$2,100.00
Sample catalog. Tick items to add them to the invoice.
Chase late invoices without writing the email.
A reminder Workflow you switch on emails the client the day after the due date, on day 7 and on day 30, and stops as soon as the invoice is paid.
- Starts from a template
- Pick Escalating unpaid invoice reminders, choose the mailbox it sends from and switch it on.
- Stops when it's paid
- The stop rule is checked again before every delayed step, so a paid invoice gets no more reminders.
- Remind by hand too
- Select overdue invoices in the list and press Send reminders. Each one is logged on the invoice.
Invoices questions
Does Workspace369 connect CRM and invoicing?
Yes. Workspace369 keeps proposals, invoices, retainers, payment schedules, payments, projects, and communication connected to client records.
Can Workspace369 create proposals and invoices from catalog items?
Yes. Saved products and services from the catalog become line items on proposals and invoices, with their rates, so you don't retype them.
Does Workspace369 support retainers and payment schedules?
Workspace369 includes retainer, deposit, payment-plan, invoice, payment-status workflows for engagements that require more than one billing event.
Can Workspace369 send automatic payment reminders?
Yes. Automatic reminders run as a Workflow you switch on: start from the Escalating unpaid invoice reminders template and it emails the client the day after the due date, again on day 7 and a final notice on day 30, and stops once the invoice is paid. You can also select overdue invoices and send reminders by hand. Workflows send email on every plan; text steps need a plan with texting, shown on the pricing page.
Which plan includes invoicing?
Every plan, starting at Cadet ($29 a month): invoices, recurring invoices, retainers and payment schedules, catalog line items, online card payments, and turning an accepted proposal into an invoice. Payment plans that split one invoice into scheduled installments start on Specialist ($149 a month).
Recent updates
All release notes- One-time booking links, tips at invoice checkout and project workflowsSend a booking link that works once, keep time free before each booking, let clients add a tip when they pay an invoice, and start workflows when a project is done.
- Clients see your own thank-you page after they payAfter a client pays an invoice, pay link, proposal or booking, they now see your note and next-step buttons under the confirmation, with an optional redirect to your site.
- Locked features now show what they do, and unsaved work is easier to recoverLocked features now show a preview and the plan that includes them, plan limits show your real usage and the next plan, and unsaved work is easier to recover.
Bill your next client from your own catalog.
Start free and bring this workflow into the rest of your workspace.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.