Invoices

Create your first invoice

Send a professional, branded invoice in a couple of minutes. 1. Open Invoices and click New invoice. Create your first invoice 2. Pick a customer (or add one on the spot). Create your first invoice 3. Add line items — description, quantity, and unit price. Add tax if needed. 4. Set the issue and due dates, then save. Create your first invoice Tip: Save products you sell often as items so you can add them with one click next time.

Send an invoice to your customer

Email a polished PDF invoice straight from ArabyCRM. Send an invoice to your customer 1. Open the invoice you want to send. 2. Click Send and confirm the recipient email. 3. ArabyCRM attaches the PDF and emails it to your customer. 4. The invoice status updates to Sent. If the PDF can't be generated, the invoice stays unsent so nothing goes out incomplete. Tip: Add your logo first (Branding) so the emailed PDF looks its best.

Track payment status & mark as paid

Always know what's outstanding and what's been paid. Track payment status & mark as paid 1. Open Invoices to see each invoice's status (Draft, Sent, Paid, Overdue, Canceled). 2. Open an invoice and update its status as payment progresses. 3. Mark an invoice Paid once you receive payment. Tip: Overdue invoices can trigger reminders automatically — see the Reminders section.

Share an invoice on WhatsApp

Send a customer a direct WhatsApp link to their invoice in one tap. Share an invoice on WhatsApp 1. Open the invoice you want to share. 2. Click Share via WhatsApp. 3. ArabyCRM opens WhatsApp with a prefilled message and a link to the invoice. Tip: Save the customer's phone number on their profile so WhatsApp opens straight to them.

Download or print an invoice PDF

Get a clean, branded PDF for your records or to print. Download or print an invoice PDF 1. Open the invoice. 2. Choose Print or Download PDF. 3. The PDF uses your logo, colors, and the correct language and date format. Tip: Arabic invoices render right-to-left automatically.

Set up recurring invoices for a retainer client

Auto-generate invoices on a schedule instead of building the same invoice by hand every month. 1. Open Invoices → Recurring and click New recurring invoice. 2. Pick the client, add line items, and choose a frequency (weekly, monthly, quarterly, or yearly). 3. Optionally turn on Email the invoice to the client automatically so each run is sent without you doing anything. 4. Click Generate now to create the first invoice immediately, or just save and let it start on its schedule. Recurring invoices aren't available on the Free plan. Tip: Use Pause instead of deleting when a retainer is on hold — resume it later and past invoices stay untouched.