CRM 2011 – Convert Service Activity to Invoice RRS feed

  • Question

  • For service based organizations, as soon as a certain service activity is closed, is it possible to generate invoice for that particular service activity? (e.g. “convert service activity to invoice” button) Or I have to do customization e.g. workflow?

    When service provider completed his task, he needs to bill the customer for that service and going to the Sales section and creating invoice manually just doesn’t seem right. I may be missing something very basic here!

    Thanks in advance.


    Saturday, August 27, 2011 2:40 AM