Invoicing software
Invoicing software that gets you paid.
Professional tax invoices with 15% VAT, sent in seconds, then statements and reminders that follow up for you. Built for South African businesses.
Invoice to paid
From invoice to paid, without chasing.
Every step in one place, so nothing is retyped and nothing slips through.
- 01
Invoice
Turn an accepted quote into an invoice in one click, or start one from your saved items. 15% VAT is worked out per line.
- 02
Send
Email it as a PDF and a secure link. Your customer sees all their invoices in their own customer portal.
- 03
Get paid
Customers pay by card on the invoice with Yoco, or by EFT. You record payments one by one or in a batch.
- 04
Match
Proofs of payment emailed in are matched to the right invoice for you.
- 05
Follow up
See who owes what at 30, 60 and 90 days, and send reminders and payment links by email or WhatsApp.
- 06
VAT ready
Your invoices feed VAT201 preparation and a SARS calendar, so VAT time is not a scramble.
Card payments, proof-of-payment matching, age analysis, statements and SARS tools are add-on modules, each free for 30 days.
Watch, 7 minutes
How to create an invoice.
Two ways to invoice: from scratch, or from a quote in one click. Part of our free 16-video course.
Invoicing software features
Tax invoices done right, and money in the bank.
Tax invoices done right
Professional, consistent invoices from any phone or computer.
- Your brand and VAT numberLogo, brand colour, VAT number, notes and payment terms on every invoice.
- 15% VAT worked out for youSet your tax rates once; each line is calculated automatically.
- Quote to invoice in one clickConvert an accepted quote, or save it as a draft invoice to check first.
- Credit notesCorrect an invoice properly with a credit note, applied to that invoice.
- No duplicate invoice numbersInvoice Number Guard stops clashes, even with several staff invoicing at once.
- Tax invoice checkFlags invoices over R5,000 issued to customers with no VAT number on file (SA Accounting module).
- VAT201 preparationYour VAT period, net VAT position and due date in one view (SA Accounting module).
- Customer portalCustomers see and download their own invoices and statements at any time.
Getting paid
The follow-up that usually falls through the cracks, done for you.
- Card payments with YocoCustomers pay by card straight from the invoice (module).
- Payment linksSend a payment link by email or on WhatsApp from the debtors list.
- Proof-of-payment matchingPOPs emailed in are read and matched to invoices (POP Matcher module).
- Age analysisWho owes what, aged 30, 60 and 90 days, with reminders and notes (module).
- Promise to payRecord when a customer promises to pay, signed by them, and follow it up.
- Monthly statementsStatements by email, and by WhatsApp too (Statement Manager module).
- Debt collection lettersTwo-stage letters, up to suspension of services, for accounts that stay overdue (module).
- Batch paymentsRecord many payments in one go when the bank statement comes in (module).
Spreadsheet or invoicing software?
Still invoicing from a spreadsheet? Here’s the difference.
Pricing
One plan. Add what you need.
More staff
R287.50/ month per 5 extra staff
- Add five more staff logins at a time
- Switched on inside your CRM
- Billed monthly with your plan
- Remove it again when you no longer need it
CRM Online
R575/month
No VAT is added: CRM Online is not a VAT vendor at present.
- Up to 5 staff logins
- 10 GB of storage
- Your own web address: yourname.crmonline.co.za
- Customers, quotes, invoices, projects, tasks, expenses, reports
- Hosted in South Africa, backed up daily
- Month to month, cancel any time
- 24/7 customer support
Modules
From R20/ month per module
- Every module free for 30 days
- WhatsApp Connect: R1,000 / month
- Statement Manager: R20 / month
- Age Analysis: R20, or R50 with WhatsApp Connect
- Yoco payments & Subscriptions: free
US-dollar prices use one fixed rate:
Invoicing questions
Straight answers.
Anything else? Email us at support@crmonline.co.za.
What must be on a tax invoice in South Africa?
For a supply over R5,000, a full tax invoice shows the words “tax invoice”, your name, address and VAT number, your customer’s name, address and VAT number (if they are a vendor), an invoice number and date, a description of what was supplied, the quantity, the value, and the VAT charged. Up to R5,000 an abridged tax invoice is enough, without the customer’s details. CRM Online puts your details on every invoice, and the SA Accounting module flags invoices over R5,000 to customers with no VAT number on file. Your accountant can confirm what applies to you.
Do I have to be VAT registered?
No. If you are not a VAT vendor, simply leave tax off your items and invoices. If you are, set 15% VAT once and it is worked out on every line.
Can my customers pay by card?
Yes, with the Yoco Card Payments module your customers can pay by card straight from the invoice. You can also send payment links by email or WhatsApp.
Can I turn a quote into an invoice?
Yes, in one click, or save it as a draft invoice to check first. Nothing is typed twice.
Can I send monthly statements?
Yes. The Statement Manager module sends monthly statements by email, and by WhatsApp too, with the age analysis on them.
Can I use it on my phone?
Yes. CRM Online works in any browser on a phone, tablet or computer, and you can add it to your phone’s home screen like an app.
What does it cost?
Nothing for the first 30 days, and no card is needed. After that it is R575 per month for up to 5 staff. No VAT is added: CRM Online is not a VAT vendor at present. Invoices and quotes are included as standard.
Start today, decide later
Your own CRM, live in minutes. Free for 30 days.
No card. No setup fee. Then R575 per month for up to 5 staff.