Invoices & Billing#

Once a contract is fully signed, Coeffection automatically generates an invoice and syncs it to your connected accounting system — QuickBooks Online or NetSuite. The invoice mirrors the line items and totals from the originating quote. You can also create invoices manually from any opportunity or contact record.

Invoices track payment status (Draft, Sent, Partially Paid, Paid, Overdue, Void) and display a payment timeline. When payment is recorded in QuickBooks or NetSuite, the status syncs back to Coeffection within minutes via webhook.

1. 1Connect QuickBooks or NetSuite under Admin → Integrations.
2. 2When a contract is fully signed, an invoice is created automatically.
3. 3To create manually: open an Opportunity and click Create Invoice.
4. 4Review line items, add payment terms, and click Send to Customer.
5. 5Payment status syncs automatically when recorded in your accounting system.