Do I still need QuickBooks or Xero with Skode CRM?

No. Skode CRM includes 55+ invoicing features built directly into the CRM. You can create invoices from deals, send payment links, issue credit notes, set up recurring billing, track accounts receivable, and provide a customer portal — all without leaving your CRM or paying for a separate invoicing tool.

Can I create invoices directly from deals?

Yes. When a deal closes (or at any stage you choose), you can generate an invoice with one click. Deal details — contact info, line items, amounts, and tax — are pre-populated automatically, saving you from re-entering data.

Does Skode support recurring invoices?

Yes. Set up recurring billing schedules — weekly, monthly, quarterly, or custom intervals. Skode automatically generates and sends invoices based on your schedule, with automatic reminders for overdue payments.

What payment methods do customers see?

Skode generates shareable payment links that customers can use to pay via credit card, debit card, or bank transfer. Customers also get access to a self-service portal where they can view invoices, download PDFs, and make payments.

Is native invoicing available on the free plan?

Yes. The free plan includes basic invoicing — create invoices, send them to customers, and track payment status. Advanced features like recurring billing, payment links, credit notes, and AR reporting are available on paid plans.

Does Skode support progress invoicing and construction billing?

Yes. Skode CRM includes specialized progress invoicing with four types: standard, deposit, progress, and final invoices. For construction businesses, there is a dedicated module with BOQ references, retention ledgers, CIS tax, change orders, and trade phase tracking. See our Construction Invoicing page for details.

receipt_longBuilt-In, Not Bolted On

Native Invoicing — 55+ Features, No Add-On Required

Create invoices directly from deals, send payment links, manage recurring billing, issue credit notes, and track accounts receivable — all inside your CRM. No QuickBooks. No Xero. No extra cost.

55+invoicing features

$0extra add-on cost

150+currencies supported

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receipt_longCore Capabilities

Everything You Need to Get Paid Faster

From invoice creation to payment collection, every step lives inside your CRM.

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Create Invoices from Deals

One-click invoice generation when deals close. Contact info, line items, amounts, and tax are pre-populated automatically from deal data.

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Payment Links

Generate shareable payment links that customers can use to pay via credit card, debit card, or bank transfer. Track payment status in real time.

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Credit Notes

Issue credit notes for partial or full refunds. Credits are automatically tracked against the original invoice and reflected in AR reporting.

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Recurring Billing

Set up automated recurring invoices — weekly, monthly, quarterly, or custom intervals. Automatic reminders for overdue payments.

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AR Reporting

Track accounts receivable with aging reports, payment trends, outstanding balances, and cash flow forecasting. Know exactly where your revenue stands.

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Customer Portal

Give customers a self-service portal to view invoices, download PDFs, make payments, and track their payment history. Reduce support requests.

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Multi-Currency

Create invoices in any currency. Automatic exchange rate conversion with support for 150+ currencies and configurable rounding rules.

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Tax Management

Configure tax rates per region, product, or customer. Automatic tax calculation with support for compound taxes, exemptions, and tax-inclusive pricing.

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Built-In vs. Bolted On

Other CRMs require expensive add-ons or third-party tools for invoicing. Skode includes everything.

Feature	Skode CRM	HubSpot	Salesforce
Native Invoicing	✓Built-in (55+ features)	Commerce Hub add-on	CPQ add-on ($75+/user)
Payment Links	✓Included	Commerce Hub only	Requires integration
Recurring Billing	✓Included	Add-on required	Salesforce Billing add-on
Customer Portal	✓Included	Service Hub required	Experience Cloud add-on
Credit Notes	✓Included	Not available	CPQ required
AR Reporting	✓Included	Requires QuickBooks sync	Requires external tool

Comparison based on publicly available feature documentation as of March 2026.

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Invoicing — Frequently Asked Questions

Related Features

Explore more capabilities that work together.

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Stop paying for QuickBooks on top of your CRM. Invoicing is built in.

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