Who This Is For / When to Use
This feature is for sales teams and operators who manage deals in Opportunities and want to handle estimates, invoices, and payment tracking without leaving the Opportunity view.
What’s New: Payments Tab Inside Opportunities
Kyrios now includes a dedicated Payments tab within each Opportunity that centralizes all financial activity related to that deal.
From this tab, users can:
Send estimates and invoices directly from an Opportunity
View all invoices, estimates, and transactions linked to the Opportunity
Navigate between Opportunities and payment records without losing context
What You Can Do from the Payments Tab
The Payments tab provides full visibility and access to deal-related payments.
You can:
Create and send estimates from the Opportunity
Create and send invoices from the Opportunity
View all transactions linked to the Opportunity
Filter payments by type (Invoices, Estimates, Transactions)
Open any invoice or estimate directly from the Opportunity
Create an Invoice or Estimate from an Opportunity
You can generate invoices and estimates directly from an Opportunity with contact details automatically filled in.
Steps:
Go to Opportunities.
Open a specific Opportunity.
Click the Payments tab.
Open the Actions menu.
Select Create Invoice or Create Estimate.
You are redirected to the Invoice or Estimate page with the contact details pre-populated.
What Happens After You Send an Invoice or Estimate
Once an invoice or estimate is sent, Kyrios automatically returns you to the same Opportunity.
This ensures you can continue managing the deal without navigating back manually.
After redirection, you can:
See the newly created invoice or estimate listed in the Payments tab
View related transactions
Filter by Invoice or Estimate to quickly locate records
Click through to view any invoice or estimate in detail
Viewing and Filtering Payments in an Opportunity
The Payments tab allows you to filter financial activity by type.
Available filters include:
All payments
Invoices
Estimates
Transactions
Filtering by Invoices or Estimates also provides quick access buttons to open and review each record.
Why We Built This
This feature was built to complete the journey from sale → invoice → payment collection directly within an Opportunity.
It allows users to:
Manage payments without leaving the deal view
Keep financial actions aligned with sales progress
Reduce context switching while tracking Opportunities
What’s Planned Next
The following enhancements are planned for this area:
Automatic Opportunity value updates based on invoice amounts
Ability to attach an Opportunity directly from an invoice
These improvements will further strengthen the connection between revenue tracking and deal management.
Common Issues and Fixes
I Don’t See the Payments Tab on an Opportunity
Cause: The Opportunity view has not fully loaded or permissions are restricted.
Fix: Refresh the page and confirm the user has access to Payments and Invoicing features.
Invoice or Estimate Is Not Visible
Cause: A filter is applied in the Payments tab.
Fix: Switch the filter to All to view all payment types.