The problem
Invoices are drafted in Word while the CRM holds the deal — numbers get out of sync.
Feature
Invoice
Invoices linked to records — create, list, and generate PDF from payment flows and the invoice drawer on lead rows.
How Vmoox helps
Invoice is an admin-managed catalog integration opened from Payment flows. Generate PDF invoices scoped to the host record — typically Leads or Projects.
Built for daily work
Deep capabilities teams use from day one — not a lightweight add-on.
PDF export
Generate invoice document from record data.
Payment link
Open from payment block on row.
Catalog home
List all invoices in workspace.
Host scoping
Tied to Leads or similar records app.
Admin published
Enabled via Admin → Apps catalog.
Finance handoff
Sales owns row; finance gets PDF.
What you get
Billing documents on the deal row.
- Create invoices from payment context
- PDF generation
- List invoices in Invoice app
- Scoped to host records app
- Admin catalog row required
- Opened from Payment integration
- Vmoox Apps category
- Pairs with Payment lines
Invoices from the record — not a separate tool
Admin-managed catalog app — enable when finance is ready.
- Not in server bootstrap by default
- Requires admin catalog row
- Works with Payment integration
- Last in more-apps website order
Issue an invoice
Requires Payment and Invoice catalog.
Log payment line
On lead or project.
Open invoice
From payment drawer.
Generate PDF
Send to client.
List
Invoice app for all documents.
Who it's for
Real scenarios where teams run this feature every week.
Agency billing
Invoice from project payment lines.
Deposit on close
PDF from lead when deal wins.
Retainer
Monthly invoice linked to client record.
Try it in your workspace
Invoices linked to records — create, list, and generate PDF from payment flows and the invoice drawer on lead rows.
- Free Starter plan
- No credit card required
- Full workspace in minutes