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Creating Invoice w/o Order RRS feed

  • Question

  • Hi All,

    Is it possible to Create to Invoice w/o Order ? . Does it make any sense .  I mean creating invoice for a product .

    In our business scenario , we dont have any order concept .

     

    Dont mind if i am asking a really stupid question .

    Appreciate your help !!!

    Cheers,

    S

     

     

    Monday, May 16, 2011 3:50 PM

Answers

All replies

  • Yes you can do that.  It makes sense if thats how your business works.  You just have to set up your products and price lists and you can just go to sales - invoices and clieck new and make an invoice.
    Jamie Miley
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    • Proposed as answer by Jamie MileyModerator Monday, May 16, 2011 4:02 PM
    • Marked as answer by SSQLL Monday, May 16, 2011 4:06 PM
    Monday, May 16, 2011 4:02 PM
    Moderator
  • Why MS CRM is allowing to create N number of invoice for a single Order  .

    If the Order Amount and invoice amount is same then also .

     

    Cheersa,

    S

    Monday, May 16, 2011 4:08 PM
  • Hello,

    Yes you can. Although CRM has a default flow of:

    • Opportunity Won --> Send Quote --> Customer Places Order --> Send Invoice (based on order)

    You can always raise an order skipping a quote, or an invoice skipping an order.

    I found some a video on YouTube that might help you understand it better: http://www.youtube.com/watch?v=cx9xROwu840

    Also, check out this page on the Official Dynamics CRM site: http://crm.dynamics.com/en-gb/sales

    Hope it helps!

    Cheers,

    P.


    • Proposed as answer by pmdci Monday, May 16, 2011 5:34 PM
    Monday, May 16, 2011 5:33 PM