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:

Image Active

Image Closed

Figure 8.54 illustrates how an Invoice correlates to an existing Customer (required), Products/Price Lists (required), Opportunities (optional), and Quotes (optional).

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FIGURE 8.54 Invoice lifecycle.

An Invoice is very similar to an Order, in that you ...

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