Simon Clive: Created page with "Invoice How do you create an Invoice directly from a Lead? Select the Marketing tab Select the Lead List button Select the Lead you wish to action Select the 'Invoice' button a..."

2011-06-28T04:50:11Z

Created page with "Invoice How do you create an Invoice directly from a Lead? Select the Marketing tab Select the Lead List button Select the Lead you wish to action Select the 'Invoice' button a..."

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Invoice

How do you create an Invoice directly from a Lead?

Select the Marketing tab
Select the Lead List button
Select the Lead you wish to action
Select the 'Invoice' button at the base of the Lead form
The Invoice form will load populated with all the relevant data from the Lead
Select the Products and Qtys to be Invoiced - ref Sales help file for further detail on entering an Invoice

The Lead will record the logged Invoice for future reference. You will then have a record of the date the
invoice was create so you can refer to your Invoice List in ERP to retrieve the invoice.

29 Invoice - Revision history

Simon Clive: Created page with "Invoice How do you create an Invoice directly from a Lead? Select the Marketing tab Select the Lead List button Select the Lead you wish to action Select the 'Invoice' button a..."