The Invoices section is designed for managing company invoices. To prepare an invoice, specify the customer and the list of sold products. Set the approval for the invoice if needed. You can also use a custom template to print invoices based on the invoice data available in Creatio. Once an invoice is issued, you can monitor its payments. You can also analyze actual sales by various parameters.
Views
The section has several views:
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– displays invoices as a list. Information about the list columns and their purpose can be found in the description of the invoice page. -
– displays charts, numeric indicators and lists used to analyze invoices. Read more >>>
Filters
The following quick filters are available in the section:
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By invoice issue date (the [Date] field of the invoice page).
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By owner (the [Owner] field of the invoice page).
Contents
The [Attachments and notes] tab
•How to specify a customer in an opportunity
•Product selection page in an invoice
•Actions in the [Invoices] section
•Dashboards in the [Invoices] section
See also
