--- title: "Generate and Send Professional Invoices | PointWake CRM Training" description: "Watch Generate and Send Professional Invoices (2:16). Create an invoice, send it to a customer and track payment activity from the platform." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "VideoObject", "name": "Generate and Send Professional Invoices", "description": "Watch Generate and Send Professional Invoices (2:16). 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[Home](/) 2. [Training Center](/training) 3. [Video Training](/training/videos) 4. Generate and Send Professional Invoices PointWake CRM Training Video # Generate and Send Professional Invoices Create an invoice, send it to a customer and track payment activity from the platform. Generate and Send Professional Invoices . 2:16 . Beginner . Payments . Source: Generate and Send Professional Invoices (LeadConnector) [Explore PointWake CRM](/crm) [Open on YouTube (opens in a new tab) ](https://www.youtube.com/watch?v=UIEHrFa5caE) ## About this video Generate and Send Professional Invoices is a 2:16 walkthrough in the PointWake CRM training library. Create an invoice, send it to a customer and track payment activity from the platform. We keep it on its own page so you can watch it start to finish without hunting through a long list of other lessons. Getting paid faster is usually the quickest win in a service business. This walkthrough shows how PointWake CRM sends the request and records the payment. It is filed under Payments at a beginner level. No prior setup knowledge is needed to follow along. Watch it once to see the full path, then open your own PointWake CRM account and repeat the steps on a real record so the setup sticks. This recording is produced and hosted by LeadConnector, the platform infrastructure behind PointWake CRM. PointWake did not produce the video. We curate the sequence, add the setup context around it and support the work inside your own account. If you would rather not build it yourself, PointWake can configure this part of your account, connect it to the rest of your follow-up and hand it over working. Use the link to explore pointwake crm below to see how that piece fits the wider system, or head back to the full video library for the next lesson in the track. ## What you will learn - Where generate and send professional invoices lives inside PointWake CRM and what it controls - Create an invoice, send it to a customer and track payment activity from the platform - How this step connects to the rest of your lead follow-up so nothing is handled twice - What to check afterwards before you rely on it with real customers [Back to the full video library](/training/videos)[Explore PointWake CRM](/crm)[Training Center](/training)[Book a Free 15-Minute Discovery Call](/book) ### PointWake PointWake helps small businesses stop losing leads and wasting time by reviewing broken workflows, building the right fix plan, implementing CRM automation and AI where they truly fit, and training teams to use the system correctly. ![HIPAA-enabled environment available](/assets/hipaa-enabled-badge-BwMF6C6Q.png) HIPAA-enabled CRM and communications options available for qualifying healthcare clients. 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