How do I create an Invoice from a Service?

Follow these steps to generate an Invoice from a Service record:

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Inventory.
4. Select Services. The Services page opens.
5. Hover and click to open the Service record for which you want to generate an invoice.
6. Click More on the top right corner of the Summary View.
7. Go to the Add or Link section.
8. Select Invoices. The Creating Invoice window opens.
9. Enter or select information for the following sections:
   1. Item Details
   2. Address Details
   3. Terms & Conditions
   4. Description Details
10. Click Save.

The linked invoice will be seen in the Sales Ops widget in the Summary View of the Service record.
To learn more about Services, click here.