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Is there any news or hope on a invoice modules?
I saw the question a few times but nothing recent.
Discuss Account Management
Invoices
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1.
1/25/2012
8:59 AM
EST
There's a Quotes module but nothing on the radar for Invoices.
Technically, an Invoice likely looks a lot like a Quote. From a process standpoint Quotes and Invoices have been kept separate because invoices are often generated in non-CRM systems and accounted separately. The accounting part is probably the main reason.
Two things I've seen when using ConcourseSuite CRM to capture invoice data:
- A custom defined set of folders and fields and get auto-populated from a nightly task
- The use of Opportunities and the Revenues module to capture dollars
What kinds of things would you like to see in an Invoices module?
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