Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Manage Invoices

• The 'Invoice List' interface lets you view and update invoice details, including contact information, industry, assigned staff member and more.

• You can also schedule 'To Do' activities for the invoice from this interface. The activities will be reflected in the calendars of team members assigned to the invoice.

• You can associate assets records to an invoice from here.

• You can also send emails of the invoice in pdf format.

To view invoice details:

• Click 'All' > 'Invoice' to open the 'Invoice List' interface

• Click on an invoice to open its details page

To edit an invoice:

• Click 'All' > 'Invoice' to open the 'Invoice List' interface

• Click on a invoice's name and then the 'Edit' button at the top right of the 'Invoice Details' interface.

OR

• Click 'All' > 'Invoice' to open the 'Invoice List' interface

• Place your mouse cursor over the name of an invoice to reveal the action buttons on the right of the row.

• Click the 'pencil' icon to open the invoice edit interface:

• See this table for descriptions of the fields in the 'Invoice Details' interface

Activities

Activities in an invoice module consist of 'To Dos' (product delivery, purchase etc). Administrators can add 'Activities' to an invoice and these will be added to the Customer Relationship Management (CRM) calendar. Activities can be viewed by administrators and staff members to whom the invoice is assigned. Assigned staff and administrators can add a 'To Do' as an activity of an invoice record.

Create a 'To Do' activity:

• Click 'All' > 'Invoice' to open the 'Invoice List' interface

• Click on an invoice to open the invoice details interface

• Click 'Activities' from the menu on the right

• Click 'To Do' in the activities interface.

The 'Creating New To Do' screen will be displayed:

• Enter the required details and click 'Save'.

See 'Manage Shared Calendar' for more details on the 'Event/To Do' full form.