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Send quotations and invoices from CRM

Use Billing in CRM to send proposals and issue GST invoices for won deals.

  • Guides
  • 1 min read
  • Updated 13 November 2026
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Billing sits in the CRM top menu. It has two tabs: Quotations and Proposals, and Commercial Invoices and Bills.

The Billing area with the Quotations and Proposals and Commercial Invoices and Bills tabs and a Create Invoice button
  1. The two Billing tabs
  2. Create Invoice

  1. Open Billing

    Choose Billing in the CRM top menu.

    The CRM top menu with the Billing menu highlighted
    1. Billing

  2. Send a proposal

    Choose Quotations and Proposals and create a quotation for the customer on the deal.

  3. Convert it

    When the customer accepts, convert the quotation into an invoice.

  4. Track the payment

    Open Commercial Invoices and Bills to see whether it is paid, partly paid, unpaid or overdue.

The AOZO Accounting guides cover GST details, receipts and payment tracking in full.