Solutions
AI CRM for invoicing
Generate invoices from quotes, orders, or scratch and keep totals in sync. Scopes is the chat-first AI CRM that gets you paid faster.
Invoicing should be the easy part. With Scopes, invoices flow from the quotes and orders you already have - or you can create one from scratch by chat.
What you can do
- Create an invoice from the order for Northstar.
- Invoice Juniper for the accepted quote.
- Show unpaid invoices from last month.
- Add a late-payment note to this invoice.
Why teams bill in Scopes
From quote or order
Carry line items and totals through automatically.
From scratch
Build a one-off invoice in a sentence.
Totals stay in sync
No manual recalculation across documents.
Clean PDFs
Send professional invoices without a watermark on Pro.
Run quote-to-cash
Pair invoicing with quoting and the full AI CRM to run quote-to-cash in one place.
Ready to try Scopes?
Start free, or see how the chat-first AI CRM fits your team.