Sales pipeline (Pro)

The Pipeline screen (/pipeline) is a Kanban board for tracking deals before they become invoices, a Pro-only feature.

Total pipeline value is shown at the top. The left red circle marks + Add card; the right one marks the Invoice button that appears on cards in the Won column.

The board

Cards move through four stages, left to right: Prospect → Quoted → Negotiating → Won. Each column header shows a running count of cards in that stage.

Adding a card

1. Click + Add card (top right, or the Add card here link at the bottom of any column).
2. Enter the client (or prospect name if they're not a client yet), a title, and a value.
3. Save, the card appears in that column.

Moving a card between stages

Each card has left/right arrow buttons, click them to move the card one stage at a time. Click the pencil icon to edit a card's details, or the trash icon to delete it.

Converting a won deal to an invoice

Once a card reaches the Won column, an Invoice button (circled above) appears on it. Click it to jump straight into the invoice builder with the client and value already filled in.

← PDF templates & branding · Back to guide index · Next: Recurring invoices →