Search HansaManuals.com HansaManuals Home >> Standard ERP >> CRM >> Opportunity Register Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.5 Create Menu - Opportunity - Invoice This page describes the 'Invoice' function on the Create menu in the Opportunity record window. If you are using iOS or Android, the 'Invoice' function is on the + menu.--- If you need to create an Invoice from an Opportunity, open the Opportunity in a record window and select 'Invoice' from the Create menu (Windows/mac OS) or + menu (iOS/Android). Save any changes you have made to the Opportunity before selecting the function. The new Invoice will be opened in a window entitled 'Invoice: Inspect'. This means that it has been created and saved and is being opened for amendment and approval. Virtually all the information in the Opportunity will be transferred to the corresponding fields in the Invoice, reducing the typing load and minimising the risk of error. You do not need to create an Order from an Opportunity before creating an Invoice. However if you have created an Order, it is recommended that you create the Invoice from the Order rather than from the Opportunity, to ensure stock levels remain accurate. If you do not follow this sequence, stock levels will be changed twice: on Delivery (created from the Order) and on Invoice (from the Opportunity). Stock levels would not be changed for the second time if you create the Invoice from the Order. To close the Invoice window and return to the Opportunity, click the close box (Windows/macOS) or tap < (iOS/Android). You will be asked if you would like to save any changes that you may have made. If the Contact in the Opportunity/Order is a Lead, you will need to tick the Customer box (in the header of the Contact record) before you can save any changes to the Invoice. Please refer here for a full description of the Invoice window, including detailed information about marking Invoices as OK, printing Invoices and Nominal Ledger Transactions. If the function does not create an Invoice, the probable cause will be one of the following:
--- The Opportunity register in Standard ERP:
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