Turn sales on
Open Settings, then Workspace features, and switch on the sales areas you use:
- Enable Customer: people and organisations that have bought from you.
- Enable Product and Enable Inventory: what you sell and how much of it you have.
- Enable Order: orders from customers.
- Enable Invoice: invoices, invoice templates and recurring invoices.
- Enable Payment: payments, including recurring payments.
- Enable Contract: contracts with customers.
Customers
A customer is created automatically when you win a deal with a contact in marketing. The same customer is used for every later deal with that contact. Orders and invoices are linked to the customer, so you can see a customer's history from one place.
Products and inventory
Each product has a type, a unit and an availability:
- Type: Physical, Digital or Service.
- Unit: Each, Pack, Box, Dozen, Kg, G, Lb, Oz, Liter or Ml.
- Availability: Available, Out of stock or Discontinued.
Inventory records how much of each product you have on hand.
Orders and contracts
An order is what a customer has bought, made up of one or more products. A contract records the terms you agreed with a customer, including any renewal options.
Invoices
Creating an invoice
Open the invoice designer (/v1/invoice/designer) to create an invoice. Choose its type:
Invoice, Receipt, Proforma, Credit note, Debit note or Quote.
- The invoice number is assigned for you when you create the invoice. You cannot type it in.
- Choose a tax type for each line: Tax, VAT, GST, PST, HST, QST, Sales tax or Service tax.
- Choose payment terms: Due on receipt, or Net 7, Net 10, Net 15, Net 30, Net 45, Net 60 or Net 90.
To reuse a layout or a set of defaults, save it as an invoice template.
Sending and tracking
You can download an invoice as a PDF, and you can send it by email from its send page (/v1/invoice/send/:id). Sending an invoice marks it as Sent.
An invoice moves through these statuses:
| Status | Meaning |
|---|---|
| Draft | Not yet sent. |
| Sent | Sent to the customer. |
| Paid | Paid in full. |
| Overdue | Past its due date and not paid. |
| Cancelled | Cancelled. |
| Refunded | The amount was refunded. |
The invoice overview (/v1/invoice/custom-home) shows statistics for your invoices.
Payments
Record each payment you receive, along with its status. The payment overview is at /v1/payment/custom-home, and the payment designer is at /v1/payment/designer.
Recurring invoices and payments
Use a recurring invoice or recurring payment when you bill the same amount on a schedule, such as a monthly subscription. Set the start and end dates and how often it repeats. BunnyCRM checks its recurring records once a night and creates the invoices and payments that are due.
Tips
- Use the payment terms your customers agreed to, and keep them the same across invoices, so overdue invoices are easy to spot.
- Keep product prices and units up to date before you create an invoice.
- Check the invoice overview once a month to see what is paid, sent and overdue.