InvoicesFrom won deal to PDF

Invoice software that starts from your CRM

Make an invoice from a won deal in your CRM, from an accepted quote, or from scratch. It's numbered for you, the totals and tax add up, and the Invoices page shows what is unpaid, overdue and paid this month.

  • Create an invoice from any CRM record
  • 4 templates, numbered INV-0001 for you
  • Sent, paid or void; overdue is flagged
  • Download a PDF to send
  • 3 invoices a month free
  • No card needed
  • Generator needs no signup
Example data

Invoices at a glance

  • From a won deal

    The client and deal value fill in.

  • From a quote

    An accepted quote, in one click.

  • 4 templates

    Classic, Modern, Minimal and Bold.

  • Automatic numbers

    INV-0001 and up, or type your own.

  • Discount and tax

    Discount first, then tax, in whole cents.

  • Any currency

    Totals kept apart per currency.

  • Overdue flagged

    Unpaid past the due date shows Overdue.

  • Automations

    Draft the invoice when a deal is won.

Templates

4 templates, one click apart

Classic, Modern, Minimal and Bold. Switch at any time and your details stay; the preview beside the editor is exactly the PDF.

Example data

Invoices in practice

How it works

Invoices in 4 simple steps.

  1. 1Win the dealWin a deal in your CRM, or get a quote accepted.
  2. 2Create the invoiceChoose Create invoice: the client and amount fill in.
  3. 3Check and saveCheck the lines, pick a template and save.
  4. 4Get paidDownload the PDF, send it, and mark it paid when the money arrives.

From a won deal

A CRM record starts its quote or invoice.

Example data

Ways to make one

Every way in leads to the same invoice.

  • A CRM deal
  • A quote
  • LeadQuasar AI
  • Automations
  • From scratch
  • Free generatorNo signup
Who it's for

Built for people who bill their clients

  • Win the deal in the CRM and bill it from the same record, with the amount already filled in.AgenciesWeb, SEO and marketing agencies
  • 3 saved invoices a month free, numbered for you, with paid and overdue at a glance.FreelancersDesigners, developers and consultants
  • Your details and payment info saved once, on every invoice after that.Small businessesTrades, studios and local services

Make your first invoice free

Free makes 3 invoices a month; paid plans make more (Pro 100 a month, Plus 300, Max unlimited). No card needed.

Start free
Invoices

What you can do

  • From your CRM

    Create invoice on any CRM record fills in the client and the deal value; a lead's email and address appear once you've unlocked it. The invoice is noted on the record's timeline.

  • From a quote

    An accepted quote becomes an invoice draft in one click, with the same client and lines, and the two stay linked.

  • Numbered and dated for you

    Each invoice gets your next number, INV-0001 and up, and is due in 14 days unless you pick another date: due on receipt, net 7, 14 or 30 are one click.

  • Your details, saved once

    Your business name, address, tax ID (VAT, GST, NTN or EIN) and how to pay, saved as your defaults for the next invoice.

  • Paid, unpaid and overdue

    Mark an invoice sent, paid or void; one past its due date and unpaid shows as Overdue. The Invoices page totals what's unpaid, overdue and paid this month, per currency.

  • Automations

    A rule can draft the invoice when a deal reaches a stage, and an invoice marked paid can start a rule that moves the deal, adds a note or tells you.

  • LeadQuasar AI

    Ask in a sentence, such as "Invoice Bright Smile Dental $1,500 for the website": the AI finds the client in your CRM and saves the invoice. The server adds up the totals, never the AI.

Plans

On each plan

The limits below are the ones the product enforces.

Invoices a month

Free
3
Pro
100
Plus
300
Max
Unlimited

Templates

Free
4
Pro
4
Plus
4
Max
4

From a CRM record or a quote

Free
Pro
Plus
Max

PDF without the “Made with LeadQuasar” line

Free
—
Pro
Plus
Max

Compare every plan

FAQ

Invoices: questions

Is there a free invoice generator?

Yes. The invoice generator needs no account: your draft stays in your browser and the PDF comes from your browser's Save as PDF, with a diagonal “SAMPLE” mark. A free account removes the mark, saves your invoices, numbers them and tracks what's paid: Free makes 3 invoices a month; paid plans make more (Pro 100 a month, Plus 300, Max unlimited).

Does LeadQuasar email the invoice or take the payment?

No. Download the PDF and send it from your own email, with your bank details or payment link on it. Mark it paid when the money arrives.

Can I add VAT, GST or sales tax?

Yes. Enter the rate as a percentage and add your tax number under your business details; both print on the invoice. Check the rate and wording your country requires.

How are the totals worked out?

Each line is quantity times unit price. The discount comes off the subtotal first, then tax is added on what is left, in whole cents, so the amount never drifts by a penny.

Is this my LeadQuasar bill?

No. These are invoices you send your own clients. LeadQuasar's invoices to you are under Billing.