Invoice and activate a contract

Can I do this task?

Microsoft Dynamics CRM Online does not automatically invoice the customer or create an actual invoice unless your business has integrated Microsoft Dynamics CRM Online with a Microsoft BackOffice product. The invoice record displays information about the invoice, not the invoice itself.

When a contract is marked as invoiced, the status changes to Invoiced until the start date. Then, the status changes to Active.

  1. In the Navigation Pane, click Service, and then click Contracts.
  2. In the contract list, open the service contract you want to invoice.
  3. On the Actions Action menu button menu, click Invoice Contract.

    The status is listed in the Status column in the contract list.The invoice record is displayed in the Invoice list.

Note

After a contract is marked as invoiced, you cannot delete the contract or change any contract information, such as the dates, contract names, or the contract ID. You can add new contract lines and cancel existing contract lines.

Related Topics

Work with Contracts

Creating Contract Templates

Managing Communication Activities
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