Quotes and invoicing
Quote and invoice software inside your CRM.
Quotes, invoices and subscriptions are built from the deal record, so the price the customer accepted is the price on the invoice, and the revenue shows up where the team already works.
Features
From quote to payment.
Send a quote as a link. The customer accepts or declines on the page, and the decision is recorded on the deal.
Issue invoices in 12 currencies: USD, GBP, INR, THB, MYR, SGD, HKD, IDR, CNY, VND, KRW and JPY.
Customers pay online through Stripe. An admin connects Stripe once in the Integrations page.
Track plan, monthly recurring revenue, seats and term for each subscription, with a Renewals board.
Quote approvals can happen in the deal room, decided by an admin other than the requester. The check is advisory.
Genie can draft an invoice for you to review. Invoices always pause for confirmation before they are created.
A deal, billed
How a quote becomes revenue.
- Build the quote
Create it from the deal, in the currency your customer pays in.
- Send it by link
The customer opens the link and accepts or declines. The decision is recorded on the deal.
- Issue the invoice
Create the invoice for the deal. When Genie drafts an invoice, it always pauses for your confirmation.
- Collect payment
The customer pays online through Stripe.
- Track the subscription
For recurring work, record a subscription with plan, MRR, seats and term.
Who it suits
Teams that fit this billing setup.
Quote a project or a retainer, invoice in the client's currency and track renewals.
Track MRR and seats per subscription and watch renewals on one board.
Twelve currencies are available for quotes, invoices and subscriptions.
Quotes and invoices
Billing questions, answered.
Can I quote and invoice in different currencies?
Yes, in 12 currencies. See the list above.
How do customers pay?
Online, through Stripe. An admin connects Stripe in the Integrations page.
Does it track recurring revenue?
Yes. Subscriptions track plan, MRR, seats and contract term, and the Renewals board shows On track, At risk, Churning and Renewed.
Are quotes sent as PDFs?
Quotes are sent by link and accepted or declined on the page. Generated PDFs, e-signature and quote versions are not available today.
Are recurring invoices created automatically?
No. Subscriptions are tracked with plan, MRR, seats and term, but recurring invoices are not created automatically today.