MeasureSquare CRM’s Invoicing module allows your team to create invoices, track payments, and manage customer billing—all without leaving the platform or resorting to spreadsheets. Whether billing from a proposal, billing a Change Order, or building an invoice manually, the CRM keeps every transaction linked directly to its project for clear financial visibility.
Invoices in MeasureSquare CRM can be created in several ways, depending on your workflow:
Start from scratch, adding line items manually
Generate from an approved Quote or Bid
Generate from an approved Change Order
This ensures you never have to retype information or manually copy pricing from one document to another.
Invoices can be emailed directly to your customer from inside MeasureSquare CRM. Once the email is sent:
The invoice status automatically changes from Draft → Sent
The email is tracked in the project
Your team has full visibility into customer communication
MeasureSquare CRM supports flexible payment tracking to help you maintain accurate billing records.
Amount received
Payment date
Payment method (cash, check, card, ACH, etc.)
Optional attachments (receipts, screenshots, transaction confirmations)
Internal notes
When payments are logged:
The system automatically updates the status (Partially Paid or Paid)
Remaining balances adjust in real time
Over-payments or under-payments are flagged for review
You may record multiple payments against the same invoice.
MeasureSquare CRM allows you to sync invoices and payments to QuickBooks Online.
You can choose to:
Manually sync selected invoices
Or enable automatic syncing
This keeps your accounting and job-costing data aligned without double-entry.
(Bills and Expenses syncing is coming soon.)
Article: Quickbooks Online Integration with MeasureSquare CRM
Can I create an invoice without a quote or proposal?
Yes, invoices can be created from scratch.
Can invoices be edited or deleted after sending?
Yes, you can still modify or delete them.
Can I record partial payments?
Yes. Record a payment for the amount received — the system will track the remaining balance.
Can I apply multiple payments?
Yes. Every payment logs separately and updates the running balance.
Do payments automatically close invoices?
Yes. When total payments equal the invoice amount, the invoice is automatically marked Paid.
Do I need QuickBooks Online?
No. The Invoicing module works independently.
Once invoicing is complete, you can use the Financials module to track bills, expenses, profitability, and soon—full Work in Progress (WIP) reporting.