Invoices & Quotes

No Code CRM Solution

Brilliance CRM is a full-featured Customer Relationship Management (CRM) platform that offers a comprehensive range of features in a 'no code' environment. With Brilliance CRM, you can leverage all necessary functionality without coding. And if you require any customizations or additional features that are not included, we provide them at no extra cost.

Invoice & Quote Information

Brilliance CRM provides the ability to create invoices, quotes, and proposals for customers to help you drive your business, collect payment, and grow.

  1. Invoices: Invoices are documents issued by your company to its customers requesting payment for products or services rendered. CRM users can create and manage invoices within the CRM platform, associating them with specific customers, sales transactions, or accounts. Invoices typically include item descriptions, quantities, prices, taxes, payment terms, supporting documents, and applicable discounts.
  2. Quotes: Quotes, also known as quotations or estimates, are documents that provide customers with pricing information for products or services they are interested in. In Brilliance CRM, users can create and manage quotes to generate personalized offers for potential customers. Quotes typically include item details, prices, quantities, terms, supporting documents, and any special conditions or discounts. CRM users can send quotes to customers for review, negotiate pricing, and convert accepted quotes into sales orders or invoices. The CRM system may track quote status, and provide analytics to measure the effectiveness of quoting processes.
  3. Proposals: Proposals are comprehensive documents that outline the details of a proposed solution or project for a customer. They are often used in business-to-business (B2B) sales cycles or for complex sales scenarios. In Brilliance CRM, users can create and manage proposals, which typically include detailed descriptions of the customer's needs, suggested solutions, pricing, timelines, terms and conditions, and any additional supporting information. Proposals are often customized to address the specific requirements of each customer. CRM users can track proposal status, collaborate on proposal creation, and monitor the progress of proposal negotiations.

By incorporating invoices, quotes, and proposals into your business process you can streamline your sales processes, track communications with your customers, maintain accurate financial records, and improve customer relationship management. These features help to centralize sales and financial data, enhance collaboration, and provide insights into sales performance and revenue generation.


All of the invoices within the system.

General Information

The basic information related to the quote and any security parameters that are requested.

Bill To

The billing address for this invoice. If this is blank it will default to the default address from the account.

Ship To

The default shipping address for the invoice and all line items (unless overridden on the individual line item). If this is blank it will default to the default address from the account.


Notes that appear on the invoice.

Internal Information

Internal tracking information.

Invoice Line Items

The line items that apply to this invoice.

  • The product, cost, and line item discounts.
  • The shipping address for an individual line item if it is different than the original invoice.
  • Accounting / syncing information.
  • Documents that are related to this individual line item.


Accounting information which covers the sync information to an outside accounting system.


The main documents related to this quote, invoice, or recurring document..


All of the payments that have been received on this invoice.

Report & Payment

The preview of the invoice that can be printed or paid right here.


If the item is a quote the user can accept the quote and it will be converted to an invoice so that payment can be immediately done.