September 2011
Intermediate to advanced
1008 pages
24h 27m
English
When the terms of the sale have been completed, the sale is recorded using an Invoice. When working with Invoices, it is important to understand their different status options:
• Active
• Closed
Figure 8.39 illustrates how an Invoice correlates to an existing customer (required), Products/Price Lists (required), Opportunities (optional), and Quotes (optional).
Figure 8.39 Invoice lifecycle.

An Invoice is very similar to an Order, in that you can perform the following actions:
• You can add new products from your product catalog.
• You cannot add new write-in products.
• You can perform various functions on the Invoice, including selecting ...