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Associate Invoices
You can associate an invoice with the other records such as, activities, attachments and notes. Open Activities: To add tasks and events related to invoices. Closed Activities: To display the completed activities. Attachments: To attach documents. ...
Working with Invoices
Once the sales stage reaches its final phase you may start working on the payment procedure. In this regard an Invoice plays a vital role, which is important for both Sales and Accounting purposes. An invoice is a bill issued to your customer along ...
Inventory Management-Invoices
Creating Invoices In CRM, you can create invoices by entering data in the Invoice details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify fields, ...
Standard Fields in Invoices
Field Name Description Data type Maximum Limit Invoice Owner Select the name of the user to whom the invoice is assigned. Lookup Subject Specify the name of the invoice. This field is mandatory. Text box Alphanumeric(50) Sales Order Select the ...
Create Solutions
In CRM, you can create solutions by: Entering data in the solution details form: You can manually fill in the Solution details gathered from various external sources. Importing solutions from external source: You can gather data through various ...