Forget juggling multiple apps to manage, quote, and invoice sales prospects. Streamline your sales-to-payment process for faster payments and enhanced cash flow with Nutshell Invoices.
When prospects say “yes,” the hard work isn’t over—you still need to get the money in the bank. Jumping between spreadsheets, PDF builders, and accounting tools steals time from essential sales activities and opens the door to costly mistakes.
Nutshell Invoices turns the quoting momentum you’ve already built into quick and clear invoices that help you close the revenue loop without ever leaving your CRM. Track and manage professional invoices in seconds, so cash can flow in while you keep selling.
What is Nutshell Invoices?
Nutshell Invoices is an update to our Quotes add‑on (now Nutshell Quotes & Invoices) that empowers your team to generate branded, itemized invoices the moment a deal is ready to bill.
Because it lives inside Nutshell, every invoice automatically pulls the customer, product, and pricing details you’ve already captured—eliminating re‑typing, reducing errors, and giving you one source of truth for every deal.
What can I do with Nutshell Invoices?
Nutshell Invoices simplifies your billing workflows from proposal acceptance to payment request and invoice management. These are a few of the central functions of Nutshell Invoices:
Convert an accepted quote into an invoice or create one from scratch in just a few clicks
Monitor the invoice status with ease, from Draft to Ready, Sent, and Paid
Choose to share your invoice via a link, through email, or by downloading a PDF straight from the invoice interface
Set up automatic follow-ups to remind customers of overdue invoices
Use your invoice management panel to see which invoices are paid, overdue, and need attention
Our detailed support article breaks down exactly how to set up Nutshell Invoices and all the features you’ll have at your disposal to help you get paid faster.
How do I get started with Nutshell Invoices?
Nutshell Invoices is available as part of our Nutshell Quotes & Invoices add‑on for a flat rate of $67 per month. To get started, head to your billing page in Nutshell and add Quotes and Invoices to your plan.
Once enabled, simply use the “+ Add new” menu or the Quotes and Invoices sidebar section on a Lead page to build your first invoice. Add your company logo, terms, taxes, and payment links before or when creating your first invoice. Include notes, discounts, PO numbers, shipping, and more with ease before reviewing and sending.
Making payment process management easier with Nutshell Invoices
Nutshell Invoices gives you a seamless, end‑to‑end payment process flow—from quote to cash—inside the CRM you already trust. Jump in today to start sending invoices and get payments in faster. Contact our support team if you need help getting started or have any questions.
Managing your quote-to-payment process just became easier!
Create, send, track, and manage invoices without leaving your CRM! Discover how Nutshell Invoices speeds up cash flow management and keeps revenue moving.
