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Invoicing service activity

Proposed Invoicing service activity

  • Saturday, June 30, 2012 10:20 AM
     
     
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    Hi

    we are intending to use ms crm 4.0 for a pediaatric clinic but i am unable to add or invoice service activity

    process is:-

    a customer comes/calls then frontdesk will schedule for an appointment

    customer shows up on frontdesk then goes to doctor

    doctors after consulting or treating will write on paper the consulting/treating price code with discount if given

    patient comes to frontdesk with paper

    frontdesk according to doctor's writing will give the client Receipt voucher

     

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  • Saturday, June 30, 2012 2:32 PM
     
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    There is no OOB solution to create an Invoice directly from the activities. However with a little customization yoou can design a solution that would create an invoice using the customer on the service activity and use the time and description to create a line item on the invoice.

    This can either be done through custom button or perhaps a plugin/workflow to create an invoice from the activity.

    Currently in the OOB system, the user will be required to manually create an invoce with the line items. They can associate the activity with the invoice using the regarding field.

    HTH

    Sam

    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

     
  • Sunday, July 01, 2012 11:02 AM
     
     
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    Thank you Sam, if you don't mind can you little bit give me an idea of what you mean use time and description to create a line item on the invoice
     
  • Monday, July 02, 2012 5:13 AM
     
     
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    When you create an invoice, you may want to invoice the consultation time spent which has been recorded in the Appointment.

    The details from the appointment, like the time spent could be used as the qty for the line item

    The subject of the appointment could become the description of the line item.

    You could enter the consultation charges per hour in the price.

    This would help you create an invoice from the appointment.

    HTH

    Sam

    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"