Sales Process in Dynamics CRM 2011: Invoices

Megha Kainth, 08 September 2012

In my previous blog post I have described how to create and fulfil Orders in Dynamics CRM 2011. In this blog post I will describe how to create Invoices in Dynamics CRM 2011.

Invoice can be created from an existing order. To create an invoice from an existing order Click on Create Invoice button on the ribbon menu. This will create an invoice from an existing order and will auto populate the fields with the existing details.

An invoice can also be created by navigating to Sales > Invoice and Click on New Invoice button on the ribbon menu. Enter all the required details such as Name, Customer, Price List, and Currency. Enter all the required details and Click on Save. Current pricing or Prices locked can be used in an Invoice.

To add Products to an Invoice, Click on Products section > Click on Add New Invoice Product. You can choose to add an Existing Product from the Product catalog or you can Write In a product. Enter all the required details and Click on Save. You can add different product items to an Invoice.

You can also add Products from an existing Opportunity by simply Click on the Get Products button on the ribbon menu.

You can enter the bill to and/ or ship to address automatically from an existing address by click on Loop Up Address button on the ribbon menu.

To return to the main Invoice form Click on General and Click on Recalculate button on the ribbon menu to calculate the total amount.

An Invoice has three different status options: Active, Cancelled and Paid. An active Invoice can be cancelled and paid.

To cancel an invoice, click on cancel invoice button on the ribbon menu.

To mark an Invoice as Paid, Click on Invoice Paid button on the ribbon menu. You can choose the Status Reason to be Partial or Complete depending on the situation.

An Invoice cannot be edited once it is saved as Paid however you can cancel it.