Estimates and proposals
Build estimates and proposals from the client and catalog without retyping details.
Billing
Estimates, proposals, invoices, retainers, and credit notes
Move from quote to proposal to invoice without retyping the same client, service, product, tax, and payment details.
- 01
- Create estimates, proposals, invoices, payment schedules, retainers, and credit notes.
- 02
- Use product and service catalog items for faster, cleaner billing.
- 03
- Track status and keep billing attached to the client and project history.
CRM invoicing software
What is CRM invoicing software?
CRM invoicing software creates and tracks billing from the same customer records used to manage the relationship. Workspace369 connects estimates, proposals, invoices, retainers, credit notes, payment schedules, products, projects, expenses, payments, and client history.
Product reference
Reviewed July 17, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the invoicing and payments documentationWhat it covers
From first estimate to final credit note.
Billing in Workspace369 keeps estimates, proposals, invoices, retainers, and credit notes attached to the client and project history behind them.
Invoices and status
Create invoices and track status attached to client and project history.
Retainers and payment schedules
Manage retainers, deposits, and payment schedules for work billed in stages.
Credit notes
Keep credit notes connected to the invoices, payments, and client history behind them.
Catalog line items
Use product and service catalog items for faster, cleaner billing.
Built into the operating flow
Move from first signal to completed work with context intact.
Billing connects with payments, expenses, accounting, products, inventory, projects, and reports.
- 01
Start with the right record
Create estimates, proposals, invoices, payment schedules, retainers, and credit notes.
- 02
Move the work forward
Use product and service catalog items for faster, cleaner billing.
- 03
Keep the result visible
Track status and keep billing attached to the client and project history.
Inside Workspace369
See how the feature fits into day-to-day work.
Follow the record through the views teams use to act, review progress, and keep the next step clear.Product view 01
Create estimates, proposals, invoices, payment schedules, retainers, and credit notes.
Move from quote to proposal to invoice without retyping the same client, service, product, tax, and payment details.
Product view 02
Use product and service catalog items for faster, cleaner billing.
Billing connects with payments, expenses, accounting, products, inventory, projects, and reports.
1TriggerClient activityAutomated
2ConditionMatch the right recordChecked
3ActionContinue the workflowNext
Product view 03
Track status and keep billing attached to the client and project history.
Keep money, work, and client context moving together.
1Record updatedContext stays attached to the work.Now
2Team follow-upContext stays attached to the work.3m
3Client notifiedContext stays attached to the work.4m
Examples
Billing flows teams repeat.
These examples show how billing activity moves through connected client work. They are product workflows, not promised business outcomes.
Estimate to Invoice
- 1Build an estimate from the client and catalog
- 2Send the proposal to the client
- 3Client accepts the scope
- 4Carry the details into an invoice
- 5Track the invoice beside project history
Retainer Billing Cycle
- 1Set up a retainer for the engagement
- 2Add a payment schedule
- 3Send the scheduled invoice
- 4Track invoice status against the schedule
- 5Record credit notes against the engagement
Common operating scenarios
Move from approved work to payment without re-entering context.
These examples describe how the feature fits into connected client work. They are product workflows, not promised business outcomes.
Convert an estimate into billable work
Build an estimate or proposal from the client and catalog, preserve accepted scope, and carry the same information into an invoice or payment plan.
Bill recurring or staged engagements
Use retainers, deposits, payment schedules, and invoice status to manage work that is not paid in one simple transaction.
Keep finance tied to delivery
Review invoices beside projects, expenses, credit notes, payments, products, files, and client communication instead of treating billing as a separate ledger.
Where it connects
One record can carry the work forward.
Billing connects with payments, expenses, accounting, products, inventory, projects, and reports.
Common questions
Billing questions
Does Workspace369 connect CRM and invoicing?
Yes. Workspace369 keeps estimates, proposals, invoices, retainers, payment schedules, credit notes, payments, projects, and communication connected to client records.
Can Workspace369 create proposals and invoices from catalog items?
Yes. Product and service catalog items can support cleaner, reusable line items across estimates, proposals, invoices, and related reporting workflows.
Does Workspace369 support retainers and payment schedules?
Workspace369 includes retainer, deposit, payment-plan, invoice, payment-status, and credit-note workflows for engagements that require more than one billing event.
Work from one connected system
Bring this workflow into the rest of Workspace369.
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