Creating an invoice in CRM 2013 online RRS feed

  • Question

  • How do you create an invoice in CRM 2013 online? I used to go to the opportunity/account and create an invoice. Not visible and was recently updated to CRM 2013 two days ago.
    Thursday, November 21, 2013 8:17 PM

All replies

  • Just tested this and found that the Invoices link isn't added to the Sales groupby default. Not sure why! Added it to the Navigation pane and then it worked as it used to in CRM 2011.

    1. Open the Opportunity Form  Editor for customization

    2. Click on Sales in the Navigation (left) and then drag & drop 'Invoice' from the Relationships shown (right pane)

    3. Save and publish the form.

    You'll then be able to click the arrow on the opportunity command bar (see image below) and create invoices from there.

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    • Proposed as answer by Mamatha Swamy Thursday, November 21, 2013 11:09 PM
    Thursday, November 21, 2013 11:09 PM