Invoicing

Smarter invoicing platform for
modern businesses

Create invoices, send them, and get paid instantly.

Simplify billing and accelerate cash flow

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Get paid faster, everywhere

Invoices are optimized for mobile, tablet, and desktop so your clients can pay anytime, anywhere. Most payments are completed within 24 hours.

Get paid faster, everywhere
Simple to set up

Create and send branded invoices in minutes — no coding required. Customize layouts, choose PDF or hosted links, and start billing right away.

Simple to set up
Flexible for every need

Whether it’s one-time charges or recurring billing, easily add line items, discounts, and tax rates to match your business requirements.

Flexible for every need

24/7

Send invoices anytime, from anywhere.

100%

Stay in control with simple tracking.

0%

No hidden costs for sending invoices.

What’s included

Manage your customer journey end to end

Create invoices
  • Centralize customer and lead records

  • Store company profiles and contact details

  • Track communication history

  • Segment contacts by tags and properties

  • Connect customer data with other Trigani apps

Accept payment methods
  • Create and manage sales pipelines

  • Track deal stages and probabilities

  • Assign owners and tasks

  • Monitor expected revenue

  • Follow every opportunity from lead to close

Manage accounts receivable
  • View pipeline performance

  • Analyze sales activity

  • Track conversion rates

  • Understand team productivity

  • Use insights to improve sales decisions

Report and reconcile
  • Generate follow-up emails with AI

  • Summarize customer conversations

  • Automate repetitive sales tasks

  • Create reminders and next steps

  • Connect CRM actions with workflows

Smarter invoicing for modern businesses

Create, send and track invoices with AI and automation.

Get instant answers with your AI
financial assistant

Get instant help from the AI assistant on VAT, compliance, invoicing, business financials, and more, with clear answers in seconds.

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Invoices that sync with your business data

Sync invoices with your CRM, projects and contacts for a seamless workflow.

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Seamlessly connect with your favourite accounting tools

Connect your accounting and ERP systems with Trigani Invoicing for seamless automation and effortless integration from day one.

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Save time with powerful invoicing automations

Automatically set up recurring invoices, bill tracked hours at month’s end, send them straight to your clients — and unlock many more workflow automations.

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Simplify sales
with a
connected CRM

Manage contacts and companies

Create a complete customer database with contact details, company information, notes, communication history, tags, and custom properties.

Track deals and pipelines

Move deals through customizable pipeline stages, assign owners, set priorities, and keep your sales team aligned on every opportunity.

Analyze performance with reports

Get insights into your sales activity, conversion rates, and team productivity with real-time reporting and analytics.

Explore more powerful Trigani products

Connect CRM with AI-driven apps that help your business manage customers, automate work, and grow faster.

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Storefront

Showcase and manage your products or services with a fully customizable, no-code storefront.

Learn more
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CMS

Create and manage dynamic content across your websites and landing pages.

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Workflows

Automate with AI-powered workflows that trigger actions, save time and boost efficiency.

Learn more
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Mail

Use business email connected to your customer workflows without servers or complex configuration.

Learn more
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Helpdesk

Support your clients quickly and efficiently with ticketing and automation.

Learn more
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Knowledge Base

Centralize your documents and support materials — organized and searchable with AI.

Learn more

Frequently
asked
questions

Answers to common questions about how Trigani CRM helps teams manage customers, deals, reports, automation, and AI-assisted workflows.

By automating reminders, enabling multiple payment options, and predicting late payments with AI, Trigani helps you get paid faster and reduces time spent chasing invoices.

Yes, Trigani CRM allows you to track deals and manage your sales pipelines effectively.

All data is encrypted in transit and at rest. Trigani uses secure servers, GDPR-compliant storage, and industry-standard protocols to protect your business and customer information.

Unlike standalone invoicing tools, Trigani is fully integrated with CRM, projects, contacts, and analytics. AI automation reduces manual work and provides insights that improve business performance.

You gain real-time visibility into receivables, AI-driven insights for smarter decisions, and automated workflows that free up time to focus on growth.

Absolutely. Set up recurring billing once, and Trigani will handle the rest—scheduling, sending, and payment collection.

Absolutely. Add your logo, colors, custom numbering, product details, taxes, discounts, notes, and footers for a fully branded invoice.

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