Contact Management Tab: Sales and Invoicing

View - Contacts - Contact Management - Sales and Invoicing

The Sales and Invoicing tab in the contact card is only available for contacts marked as Customers. The tab displays an overview of orders and invoices that are registered to the contact.

It is possible to create a new order by clicking on the New button, or to edit an order by clicking the Edit button.

The Sales/Invoicing tab displays an overview of orders and invoices that are registered to the contact.

You can use the New button as a short cut to the Sales and Invoicing module: By clicking the New button the Sales and Invoicing module opens automatically with the contact information which has been registered to the orders. In other words, you can create new orders directly from the Sales and Invoicing tab within the Contact module.

Note! The Status drop-down list on the Sales and Invoicing tab acts as a filter. The selections you make here determine what is shown in the tab. If you select Invoice, the tab will only show invoices that are registered to the Contact Person and not other sales transactions such as unprocessed orders and credit notes.