Knowledgebase & Support

The Customer Invoices Module in MokoCRM allows you to generate, send, and manage invoices for goods and services provided to customers. It supports manual and automatic invoice creation, tax and discount management, payment tracking, and integration with accounting and project modules.

The Customer Invoices Module in MokoCRM allows you to generate, send, and manage invoices for goods and services provided to customers. It supports manual and automatic invoice creation, tax and discount management, payment tracking, and integration with accounting and project modules.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Customer Invoices
2. Click Activate
3. Configure numbering schemes, default payment terms, and PDF templates

🧾 Creating a Customer Invoice

1. Go to Customer Invoices → New Invoice
2. Select a linked Third Party (customer)
3. Enter invoice details:
   • Invoice date
   • Reference and Due date
   • Payment method and Terms
4. Add product or service lines:
   • Label, Quantity, Unit Price, Discount, Tax
5. Save and generate the PDF invoice

💰 Recording Payments

• Click “Add Payment” from the invoice record
• Select payment type (e.g., Cash, Check, Bank Transfer)
• Enter payment amount and date
• Partial payments are supported; balance will update automatically

🔁 Recurring Invoices

• Create invoice templates with recurring rules (e.g., monthly, annually)
• Use the Recurring Invoices feature to generate future invoices automatically
• Useful for subscription billing or ongoing service contracts

🔗 Integration With Other M