Creating an Invoice

This article walks through creating a one-time or recurring invoice in HiveCRM.

Create a One-Time Invoice #

1. Go to Hive CRM → Invoices.
2. Click Add Invoice.
3. Select the client, then add line items with quantities, units, and prices.
4. Apply any tax rates configured under Estimates & Invoices Settings.
5. Click Save.

The invoice is automatically numbered using your configured Invoice Number Prefix.

Set Up a Recurring Invoice #

If Enable Recurring Invoice Engine is turned on under Estimates & Invoices Settings:

1. Create the invoice as usual.
2. Enable its recurring schedule and choose the billing interval.
3. Optionally enable Auto-Send, so HiveCRM automatically generates and sends each new invoice in the series without manual action.

Collect Payment #

Clients can pay an invoice online through any payment gateway you’ve enabled — PayPal, Stripe, or a WooCommerce-routed checkout. Bank/wire transfer instructions are shown as a manual payment option if configured.

Payment Reminders #

If due-date reminders are enabled under Estimates & Invoices Settings, HiveCRM automatically emails the client before and after the due date until the invoice is paid.

Related Documentation #

• Estimates & Invoices Overview
• Creating an Estimate
• Payment Gateways