KRMRELATIONSHIP MANAGEMENT
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Invoicing & Payments

Billing belongs beside the customer relationship.

KRM Desk keeps clients, invoices, payments and receivable activity inside the same operational workspace used by the rest of the business.

Inside the Workspace

Built for the work your team is already doing.

Instead of treating invoicing as a completely separate system, KRM Desk keeps billing activity close to the customer and organization records your team already uses.

01

Invoices

Create and manage customer invoices as part of the same organization workspace used for customer and operational records.

02

Clients

Keep client billing context close to the business relationships and records your team already manages.

03

Payments

Record and follow payment activity alongside invoices and receivables.

04

Receivable Visibility

Keep invoice status and outstanding customer activity visible without maintaining a separate tracker.

05

BSD Workflows

Operate customer invoicing and business reporting in Bahamian dollars.

06

Accounting Context

Connect invoicing to the wider income, expense and reporting areas available inside KRM Desk.

How It Fits Together

One workflow, not another disconnected tool.

01 · ISSUE

Create the invoice from the business record

Keep customer billing connected to the client and organization context already held in KRM.

02 · TRACK

Follow the receivable

See the invoice and payment state without maintaining another spreadsheet beside the CRM.

03 · REPORT

Keep financial activity in context

Use invoicing alongside the wider accounting and operational views available to the organization.

Part of KRM Desk

Connected to the rest of your operation.

These areas work inside the same KRM organization workspace, with the same user access, records and operational context.

Discuss Your Workspace