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The Billing tab in Workspace CRM shows all invoices across all clients.

What It Shows

  • All invoices in one place
  • Filter and search
  • Invoice details
  • Quick actions

Invoice List

Each invoice shows:
  • Invoice number
  • Client name
  • Amount
  • Status
  • Date

Invoice Status

StatusMeaning
OpenAwaiting payment
PaidPayment received
RefundedPayment returned

Filtering

Filter invoices by:
  • Status (open, paid, refunded)
  • Date range
  • Client

Invoice Actions

  • View details
  • Copy payment link
  • Download PDF
  • Refund

Tips

  • Review regularly
  • Follow up on open invoices
  • Track payment patterns