Kroolo CRM · Billing and invoicing
Billing and invoicing, from signed deal to cash collected.
Create invoices from accepted quotes, schedule recurring billing and chase late payments automatically. Sales and finance see the same numbers.
Why Billing
Get paid faster, with less chasing.
Invoices from quotes
Turn an accepted quote into an invoice with one click, line items included.
Recurring billing
Schedule monthly, quarterly or annual invoices with usage and renewals.
Payment reminders
Polite, automatic reminders go out before and after the due date.
Online payments
Customers pay by card or bank transfer from the invoice link.
Multi-currency and tax
Issue invoices in the customer currency with the right tax lines.
Receivables at a glance
See outstanding, overdue and collected totals by customer or period.
Invoice
Invoices without re-typing.
Create an invoice from an accepted quote or from scratch, with line items, tax and terms already in place.
Invoice from quote in one click
Multi-currency with tax lines
Branded templates
Credit notes and adjustments
Recurring
Recurring and milestone billing.
Schedule subscriptions, retainers and milestones once. Kroolo issues the invoices and tracks renewals.
Monthly, quarterly and annual schedules
Milestone and usage-based billing
Renewal reminders for your team
Proration for upgrades and seat changes
Collect
Get paid faster, without the chasing.
Reminders go out on a schedule, customers pay online, and overdue accounts reach the owner before they become a problem.
Reminders before and after the due date
Card and bank transfer links
Partial payments and payment plans
Overdue alerts to the account owner
Kroolo AI
Know who owes you, and what to say.
Kroolo AI watches receivables and drafts the follow-up, so late payments get attention early.
Summarises overdue accounts
Drafts polite, specific reminders
Predicts which invoices will pay late
Which invoices are overdue and what should I do?
One invoice is overdue: INV-1179 for Helio Foods, $9,400, 6 days late. Two reminders were sent and opened. Suggested: call their finance contact and offer a payment link by email.
Draft reminderCreate taskOpen invoice
Built for the whole team
One system, every role.
Finance
One view of what is owed.
Outstanding, overdue and collected totals by customer, with no export to a spreadsheet.
Account owner
Stay ahead of payment issues.
Get alerted when your customer is late, with the history in front of you.
Customer
Pay in a few clicks.
A clear invoice, a secure link and a receipt straight away.
Why teams switch
Less admin, more selling.
How it works
Three steps, no spreadsheets.
1
Create
Generate the invoice from the quote or from scratch.
2
Send
Email it with a payment link, or schedule the next one.
3
Collect
Track payments and let reminders handle the follow-up.
FAQs on Billing and invoicing
More in Kroolo CRM
CRM overviewExplore
More from Kroolo CRM
- Lead Capture, Scoring and RoutingPull leads from forms, email, events and imports into one list. AI scores each lead, removes duplicates and routes it to the right owner in seconds.
- Opportunity Management with AITrack value, stage, stakeholders and next steps for every deal. AI keeps notes and risks current so nothing slips before the close date.
- Visual Sales Pipeline and ForecastDrag deals across stages on a visual board, forecast by stage and spot at-risk revenue early, with one live view for managers and reps.
- Quotes, Approvals and E-SignatureBuild quotes from your product catalogue, route discounts for approval and collect e-signatures, with every version tied to the opportunity.
- Sales Analytics and Live DashboardsLive dashboards for pipeline, win rate, cycle time and forecast. Ask a sales question in plain language and get a chart you can share.