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Invoice Products Not Created Automatically RRS feed

Answers

  • I raised a case with Microsoft Support and they explained that the way to raise an invoice and have the invoice products carry across is to click on the "Create Invoice" button on the "Order" ribbon from within an existing order record rather than go to the "Invoices" section under "Sales" on the left-hand side pane and click "Add New Invoice".  If you do that, for some reason the order products are not carried across as invoice products.

    • Marked as answer by NJC1 Friday, May 27, 2011 1:16 PM
    Friday, May 27, 2011 1:16 PM

All replies

  • Can anyone help with this?
    Wednesday, May 25, 2011 8:15 AM
  • I raised a case with Microsoft Support and they explained that the way to raise an invoice and have the invoice products carry across is to click on the "Create Invoice" button on the "Order" ribbon from within an existing order record rather than go to the "Invoices" section under "Sales" on the left-hand side pane and click "Add New Invoice".  If you do that, for some reason the order products are not carried across as invoice products.

    • Marked as answer by NJC1 Friday, May 27, 2011 1:16 PM
    Friday, May 27, 2011 1:16 PM