Work with Invoices

When a customer The account or contact with which a business unit conducts a business transaction. has agreed to the terms of an order A confirmed request for delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer. for one or more of your products Items in the product catalog. Products can be linked to other records, such as quotes, campaigns, and cases., you can create an invoice An order that has been billed. An invoice is also a record of a sale to a customer, including details about the products or services purchased. to record the upcoming sale.

You can delete an invoice only when it is active. Closed invoices are read-only and cannot be deleted. Open the invoice and view the Status field if you are not sure about the status of your selection.

Create or edit an invoice

Add or remove a contact

Lock or unlock the price for an order or invoice

Close an invoice as paid or canceled

Default sales reports

Use the History pane

What else can I do? More tasks...