Sales and invoicing
Set up your product catalogue, then send quotes, take sales orders, issue invoices with GST or other taxes and record payments.
13 articles
Articles
- Sales Tools in Leadnote for quotes, orders and invoices Leadnote Sales Tools take a deal from product catalogue to quote, sales order, invoice and payment. See the flow, who can use it and where to set it up. 4 min read
- Add products and product groups in Leadnote Create products with prices, tax and images, organise them in price lists and product groups, use bulk actions and import a catalogue from a CSV file. 4 min read
- Customer groups and billing addresses in Leadnote Add customer groups to segment leads and save Bill To and Ship To addresses so quotes, orders and invoices fill in the right address and tax number for you. 4 min read
- Create and manage price lists in Leadnote A price list groups your products under one currency, region, tax rate and expiry date. Learn how to create, edit, import, price by currency and delete them. 4 min read
- How to create a quote in Leadnote Create a quote for a lead, add products, discount and tax, set its validity, move it through stages, share it and convert it to an invoice or sales order. 5 min read
- Sales orders in Leadnote with delivery tracking Create sales orders from scratch or from a quote, record shipped quantities, share an order tracking link with the customer and convert the order to an invoice. 5 min read
- How to create an invoice in Leadnote Create an invoice for a lead or from a quote, add line items, discount, tax and payment terms, track the due date and move it through invoice stages. 5 min read
- GST and tax settings for quotes and invoices Choose CGST and SGST or IGST on a Leadnote invoice, set up tax groups, tax-inclusive prices and rounding, and see exactly how the tax total is calculated. 5 min read
- Record invoice payments and collect with Pay now links Record payments against an invoice, track balances and receipts, and let customers pay online with a Pay now link through your own payment gateway account. 5 min read
- Download, print and share quotes and invoices as PDF Preview and print a quote or invoice, save it as a PDF, choose a template and branding, and share it by email, WhatsApp or a link that opens without a login. 4 min read
- Document numbering for quotes, invoices and receipts Set the prefix and starting number for quotes, invoices, sales orders and receipts, use the FY, YYYY, YY and MM date tokens and see how numbers restart. 4 min read
- Multi-currency quotes and invoices with exchange rates Bill in more than one currency in Leadnote. Learn about base currency, enabled currencies, exchange rates, prices per currency and when a rate is frozen. 5 min read
- Set up regions, branches and divisions in Leadnote Define your sales organisation with regions, branches and divisions, then tag quotes, invoices and orders with them and print a branch address on documents. 4 min read
Browse by topic
- Getting started Create your Leadnote account, find your way around, set up your organisation, use Leadnote AI and bring in your first leads. 10 articles
- Leads Add, find, qualify, assign, import, export and clean up leads and customers in Leadnote. 18 articles
- Team and permissions Add users, choose roles, organise teams, control who sees which leads and hand out new leads fairly. 9 articles
- Follow-ups and tasks Schedule follow-ups, get reminded, clear overdue work, plan with the calendar and manage to-dos so no lead goes quiet. 10 articles
- Integrations Bring leads in from forms, portals, IndiaMART and other tools, and send data out through the API, webhooks, Zapier and exports. 10 articles
- Lists and lead capture Organise leads into lists, then fill them automatically with forms, landing pages, QR codes, business cards and contact imports. 15 articles
- Messaging Connect email, SMS and WhatsApp, write templates, run campaigns, and track delivery, limits and unsubscribes. 9 articles
- Mobile app Use Leadnote on your Android phone: sign in, sync, work offline, add leads, check in at visits, get reminders and manage app permissions. 13 articles
- Reports Read the dashboard, activity and team reports, analyse your leads, and export or print the results. 8 articles
- Settings and billing Set up your organisation, lead stages, sources, tags and custom fields, working hours, and manage your plan, payments and invoices. 9 articles
- Security and privacy Protect your Leadnote account with two-factor authentication, manage sessions and passwords, read the audit log, export your data and understand how deletion works. 9 articles
- Troubleshooting Symptom-first fixes for sign-in problems, missing emails, mobile sync, imports, duplicates, permissions, messages, lead capture, plans and support. 10 articles