Creating an Invoice – Microsoft Dynamics CRM (Full length)




About this tutorial:

Video duration: 5:47
In this video, learn how to create an Invoice in Microsoft Dynamics CRM. We will demonstrate two methods of creating an invoice, discuss locked pricing, and include a discount on the sale.

In CRM Online, an Invoice is a record of the sale of a product or service to a customer. The Invoice includes details of the sale such as the product or service sold, the revenue generated from the sale, and the billing information. It is important to understand that Invoices, just like Quotes and Orders, are records of documents sent to customers, not the documents themselves. Typically, Invoices are…

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