Clients, deals and invoices

This article explains how clients, deals and invoices work together. The Clients app holds your company's client list, the CRM turns clients into deals you move through a pipeline, and winning a deal drafts an invoice.

Clients are added automatically when a customer messages your public page or places an order. You can also add them in the Clients app. Link a client record to a Sebairo account to connect the record, the conversation and the orders. Linking does not notify the person.

Invoices

Create a draft invoice, add its items and update its status as it progresses: draft, sent, paid, overdue or void. Marking an invoice paid records the income in your books.

Sent is a status you set to record that you gave the invoice to your client. Changing the status does not send the invoice.

Orders from your public page

Orders placed on your public page move through these statuses: placed, confirmed, in progress, ready, then completed or cancelled. The client record is created when the order is placed, and completing the order records the sale in your books.