Overview

Sales Order & Invoice

Sales Order & Invoice - Can you create either a new Sales Order or Invoice from a lead?

You can create a 'Sales Order' and an 'Invoice' from a 'Lead'. Click on the 'Lead List' and select the lead by double clicking. The Lead Card will open and at the bottom of the Lead Card will be the option to either create the 'Sales Order' or 'Invoice'. Click on the button to create either or.