Billing

WorkSquares Billing issues invoices and collects payment, using the same customers and products as the rest of the suite.

Core objects

• Invoices & invoice lines — what a customer owes, and for what.
• Payments — money received, applied against invoices.
• Dunning — automated reminders for overdue balances.

What you can do

• Raise invoices from an accepted CPQ quote or directly against a CRM account.
• Record and clear payments; balances update in real time.
• Send dunning reminders on a schedule for overdue invoices.

Connects to

• Accounts — every invoice and payment posts to the general ledger.
• CRM / CPQ — billing acts on the same accounts and products.