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 8.54 illustrates how an Invoice correlates to an existing Customer (required), Products/Price Lists (required), Opportunities (optional), and Quotes (optional).
An Invoice is very similar to an Order, in that you ...
Get Microsoft Dynamics CRM 2013 Unleashed now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.