Invoices

Once a proposal's line items are what you want to bill, create an invoice from it. Reach turns the proposal's frozen line items into a real invoice, finalizes it on your connected Stripe account, and emails it to the customer. Every invoice a deal has raised is listed on the deal's Invoices tab, separate from the Proposals tab where you create them.

Creating and sending an invoice

On a proposal, click Create invoice. A confirmation asks "Create invoice?" with the note that it creates and sends an invoice to the deal's billing contact for the quoted total. Confirming with Create & send finalizes the invoice on Stripe and emails it to the customer immediately. The button is disabled while the proposal has no line items.

On success you see "Invoice created and sent." with a View invoice link to the hosted Stripe invoice. Invoices default to net-30 payment terms, and Reach applies no platform fee on top of what you're billing.

Why invoicing can be blocked

Before an invoice goes out, Reach checks the deal in order. If a check fails, you see one of these messages and no invoice is created:

• "This deal has no line items to invoice." Add at least one line to the proposal first.
• "This deal's invoice total is zero, nothing to invoice." The line total must be greater than zero.
• "Add a contact or organization to this deal before invoicing, there's no recipient to bill." Link a contact or organization to the deal, in its Company and Contacts fields.
• "The deal's contact or organization needs a billing email before you can send an invoice." The linked contact needs an email on file.
• "Connect Stripe to invoice this deal." Your workspace's Stripe account must be connected. The invoice is created on your connected account, not on Mercleo's.

The recipient's name comes from the deal's first linked organization when there is one, falling back to the first linked contact's name when there isn't. The billing email always comes from the first linked contact, whether or not the deal also has an organization, so a deal billed under a company name still needs a contact with an email attached.

If a line item's product tracks inventory, that quantity is committed when the invoice is created. If there isn't enough stock, the invoice isn't created and you're told to adjust the quantity or restock.

Tracking invoices on the deal

The Invoices tab lists every invoice raised from the deal, newest first, with its number, status, total, and created date, plus a View link to the hosted invoice. With none yet it reads "No invoices yet. Create one from a proposal on the Proposals tab."

Status comes from Stripe and shows as a badge: Draft, Sent, Paid, Void, or Uncollectible. An invoice shows as Sent right after creation and moves to Paid, Void, or Uncollectible as Stripe reports back through the payment webhook.

What happens when an invoice is paid

When Stripe reports the invoice paid, Reach marks it Paid and, if the deal is still open, advances it to won automatically, closing the quote-to-cash loop without a manual step. Deals you already marked won or lost by hand are left untouched, and a repeated webhook delivery on an already-paid invoice does nothing.

If an invoice is voided or marked uncollectible in Stripe, Reach updates its status to match and releases any inventory that was committed for the deal's tracked line items.