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Generating an invoice from an order

June 29, 2010

Hang 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.

Step-by-Step Instructions

  1. Open an order.
  2. Click the Create Invoice button on the toolbar.

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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