To Create an Invoice Based on an Opportunity

  1. Open the Opportunities (CR3040PL) form.
  2. On the appropriate filter tab, click the opportunity based on which you want to create an invoice.

    The Opportunities (CR304000) form opens. Make sure that the opportunity has the New, Open, or Won status.

    Note: Prior to creating an invoice, the opportunity must be associated with a customer account.
  3. On the More menu (under Record Creation), click Create Invoice.
    1. In the Create Invoice dialog box, which opens, select the Recalculate Prices check box if you want the prices to be recalculated for the new invoice.
    2. Select the Recalculate Discounts check box if you want the discounts to be recalculated for the new invoice.
    3. Click Create. The system closes the dialog box and opens the Invoices and Memos (AR301000) form with a new invoice that contains many of the settings copied from the opportunity. Make sure that on the Details tab, the lines contain the product data specified on the same tab of the opportunity.
  4. On the form toolbar, click Save and Close. The system closes the Invoices and Memos (AR301000) form and returns you to the Opportunities (CR304000) form.
  5. On the Relations tab, make sure that the system has added a row that holds the summary settings of the newly created invoice.