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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Invoices

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.

image

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 ...

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Publisher Resources

ISBN: 9780132682084Purchase book