Money4 min read
Invoices
Invoices bill against an opportunity and feed the revenue reports. The list is the fastest way to see what is issued, what is due and what is overdue.
Raising an invoice
/dashboard/invoices- Deal
- The opportunity being billed. This is what links the invoice to revenue reporting.
- Amount and currency
- What is being charged.
- Due date
- Drives the overdue state in the list and the receivables view.
- Status
- Draft, sent, paid, or overdue.
Following up
/dashboard/invoicesFilter to overdue to get your chase list. Marking an invoice paid is what turns it into recorded revenue.