Add or delete a quote, order, or invoice

Can I do this task?

1. In the Navigation Pane, click Sales, and then click Opportunities.
2. In the list of opportunities, open the opportunity to which you want to add a quote, order, or invoice.
3. Under Sales, click one of the following:
   • Quotes

     If you select this option, on the Actions toolbar, click New Quote.

   • Orders

     If you select this option, on the Actions toolbar, click New Order.

   • Invoices

     If you select this option, on the Actions toolbar, click New Invoice.

4. Complete the form as needed. More information:
   • Work with Quotes
   • Work with Orders
   • Work with Invoices
5. Click Save or Save and Close. Repeat this step to save the opportunity.

Note

To delete a quote, order, or invoice from within an opportunity, under Sales, click Quotes, Orders, or Invoices. Select the record you want to remove. On the Actions toolbar, click the Delete button . Deleting the quote, order, or invoice from the opportunity permanently deletes the record.