Invoicing that starts where your deal ends
Invoicing in a separate tool means re-typing the customer, the items and the amounts that already exist in your CRM — a recipe for errors and for invoices that never get sent.
In ERP Mobi, invoices are created from the same records as your deals and receivables. The customer data is already there; you issue, track and reconcile in one flow.
One flow from sale to payment
Invoicing connects the commercial and financial sides of the platform:
- Customer and service data pulled from the registry and catalog
- Invoices linked to the deals and proposals that originated them
- Status tracking from issued to paid
- Receivables updated as part of the same movement
Fewer tools, fewer mistakes
Every re-typed field is a chance for a wrong amount or a wrong tax ID. Keeping invoicing inside the ERP removes the copy-paste layer entirely — and gives you one place to answer 'what did we bill this customer this year?'
Frequently asked questions
Are invoices linked to customers automatically?
Yes. Invoices reference the same customer registry as your CRM and financials, so histories stay complete.
Can I see unpaid invoices?
Yes. Invoice status and receivables live side by side, making follow-up on unpaid amounts straightforward.
Does it work for service businesses?
Yes — the service catalog feeds both proposals and invoices, which fits agencies, consultancies and other service SMBs.