Invoices
An invoice, or a bill, is a non-negotiable itemized statement issued by the vendor to the customer. Invoices are usually issued just prior to the goods or services shipment.
Invoices usually contain the products or services, prices and taxes, dates, parties involved, address information, terms and discounts, and payment methods.
To open the 'Invoice' interface:
- Click the 'Invoice' button on the top navigation
OR
- Click 'All' > 'Invoice'
Left-hand menu:
- 'Invoice List' shows all invoices added to the Customer Relationship Management (CRM). Click any invoice to open its details page.
- The
'Recently Modified' tab lists invoices which were recently updated.
|
Invoices - Column Descriptions |
|
|---|---|
|
Column Header |
Description |
|
Subject |
The name of the invoice. |
|
Sales Order |
The sales order linked to the invoice. |
|
Status |
Status of the invoice. You can change the status by opening the invoice then clicking 'Edit'. |
|
Total |
Value of the invoice. |
|
Assigned To |
Staff member responsible for the invoice. |
- Click any column header to sort the table according to the items in the column.
- To search for a specific item, enter the search criteria in the respective column header(s) and click 'Search' at the right end of the column header.
- For more details on advanced filter options, see 'Custom Views'.
Custom Filter View
- The 'Invoice' interface allows you to create custom views. For example, you may want to view only those opportunities assigned to you, and only view selected columns like invoice name, sales stage or customer number.
- You can create any number of views, and can make any view your default. See 'Custom Views' for more details.
