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How do I close an invoice?

الإجابة How do I close an invoice?

  • 13 Juni 2007 20:02
     
     
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    I can't find any way in CRM 3 to close an invoice. We don't track payments in CRM, but we do create our invoices.  When we receive payments, we want to close the invoice.

     

    We could do this in version 1.2 and I cannot find anyway to do this.

     

    I tried adding Statecode to the form, but it is Read-only. 

     

    HELP! 

     

     

    Thanks,

    Karla

     

Semua Balasan

  • 13 Juni 2007 23:51
     
     Jawab
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    In the Menu bar - select ACTIONS and take the "Invoice Paid..." option.

    This will change the Invoice status to 'Paid' and lock it.

    There is a 'system view' called 'Closed Invoices' which displays the Paid ones.

     
  • 18 Juni 2007 11:53
     
     
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    Thank you, Guy.

     

    I happened to see it (the list of possible actions is much longer in v. 3 and I overlooked it) just before I got the alert for your reply.

     

    I appreciate you taking the time to respond (and not making me feel like an idiot!).  ;-)

     

     

    Thanks,

    Karla