Nod CRM invoicing
Nod CRM writes the invoice from the deal: numbered, dated, in the client's currency, with the tax lines their country expects. Your UPI QR or bank details are on it. The client pays you directly, taps I've paid, and you confirm.
How an invoice gets paid
The client, the line items and the terms come from the deal. Nothing is typed twice. Hours logged on the project can be added as invoice lines.
Each invoice takes the next number, an issue date and a due date, in the client's currency. Your workspace keeps its own currency and timezone for reporting.
Your EIN and no sales tax line for a US client. VAT reverse-charged at 0% for an EU business. VAT at 20% for the UK. CGST and SGST, or IGST, in India.
In India, a UPI QR for the exact amount, on the invoice and in WhatsApp. Everywhere else, your bank details on the invoice.
The client taps I've paid and enters the UPI or bank reference. You get a notification and confirm. Nothing is marked paid until you do.
Before it is due, on the due date, and when it is overdue, by WhatsApp or email. Automatic invoice reminders are on Solo, Team and Studio.
Their currency, their rules
United States
A US client gets an invoice in dollars with your EIN on it and no sales tax line.
European Union
An EU business client gets VAT reverse-charged at 0%, with both VAT IDs printed.
United Kingdom
A UK client gets VAT at 20% added as a separate line under the subtotal.
India, same state
A client in your state gets central and state GST as two lines, with both GSTINs.
India, another state
A client in another state gets one integrated GST line at 18%, with both GSTINs.
Numbered and dated
Every invoice takes the next number and carries its issue and due dates. Your workspace keeps its own currency and timezone for reporting.
The sample invoice, start to paid
Logged hours
On every plan, time logged on a project can be turned into invoice lines. No timesheet in another app.
UPI QR or bank details
A UPI QR for the exact amount in India, your bank details elsewhere. The client taps I've paid with the reference, and you confirm.
Reminders
By WhatsApp or email, in the channel the client already uses. Automatic invoice reminders are on Solo and up.
Payment status
Every invoice and every payment in one list that is always current, whatever the currency. When a client taps I've paid, it waits for your confirmation.
What Nod leaves to other tools
Invoices are created in Nod and clients see them in their portal; they are not emailed yet. There are no card payments or payment links, and no automatic matching against your bank: the client taps I've paid and you confirm. Your bookkeeping stays in your accounting software.
The usual stack, and this one
| For every invoice | The usual stack | Nod CRM |
|---|---|---|
| Creating it | Typed again from the proposal | Created from the deal: client, lines and terms |
| Currency | Converted and formatted by hand | Issued in the client's currency |
| Tax lines | Looked up again for each client | EIN, EU reverse charge, UK VAT, CGST and SGST or IGST |
| How to pay | Bank details pasted into an email | A UPI QR for the exact amount, or your bank details, on the invoice |
| Payment status | A spreadsheet checked against the bank | The client taps I've paid with the reference; you confirm |
| Chasing | "Just following up", by hand | Reminders before, on and after the due date, on Solo and up |
| Extra hours | A timesheet in another app | Logged hours become invoice lines |
| Sending it | An emailed PDF | Not emailed yet: created in Nod and seen in the client portal |
Questions about invoicing
Yes. Each invoice is issued in the client's currency. Your workspace keeps its own currency and timezone for reporting.
A US client gets your EIN and no sales tax line. An EU business client gets VAT reverse-charged at 0% with both VAT IDs printed. A UK client gets VAT at 20% as its own line. In India, a client in your state gets CGST and SGST at 9% each and a client in another state gets IGST at 18%, with the GSTIN of both parties.
Straight to you. In India they scan your UPI QR for the exact amount; elsewhere they pay by bank transfer to the bank details on the invoice. Then they tap I've paid and enter the reference. You get a notification and confirm; nothing is marked paid until you do. Nod never holds the money and takes no fee.
Before the balance is due, on the due date, and when it is overdue, by WhatsApp or email. Automatic invoice reminders are included on Solo, Team and Studio.
Yes, on every plan. Log time on the project and turn the logged hours into invoice lines.
Not yet. Invoices are created in Nod, and your client sees them in their portal behind the one-time code. There are no card payments or payment links either: clients pay you by UPI or bank transfer.