You can save time and errors by selecting the contents of the sales quote within the invoice form.

Here’s how it works:

When the customer is selected – if he is associated with a crm organization and there are won deals connected to the organization – the name of the deal to be selected will be displayed. By selecting the deal the items will be picked and the invoice lines will be created.

A deal can only be billed once. Once the deal has been used to create an invoice, it will not be possible to create another document with the same deal.

It’s important the all parts are correctly configured. If the client is new, remember to link to a CRM organization before creating the invoice. This link is made when creating the client.