Generating an invoice from an order
June 29, 2010Hang in there, because there’s one last step in the opportunities / quotes / orders / invoices process. Your customer will need an invoice from you once an order is placed.
This feature is really only useful if CRM is automatically integrated into your accounting system.
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Step-by-Step Instructions |
- Open an order.
- Click the Create Invoice button on the toolbar.
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Tips & Tricks |
- If your CRM system is not integrated into your accounting system, then you may set up a workflow to automatically send your accounting department an e-mail whenever an invoice is created in CRM. This way, they’ll know to send the customer a bill.
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