# Send quotations and invoices from CRM

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

Canonical page: https://aozo.in/docs/crm/quotations-and-invoices
Last updated: 2026-11-12
Product: AOZO CRM
Section: Guides

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](https://aozo.in/images/docs/acc-header.webp)
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](https://aozo.in/images/docs/crm-menu-billing.webp)
   - (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.