7. Invoice Management:

An invoice is issued when the quote is approved and the product is shipped. In TDS CRM, invoice can be generated directly from the quote. There is no need to re-enter the information. Invoice management system in TDS CRM automatically transfers the information from quote to invoice. When invoice module is opened, a list of invoices is visible on the screen. You can customize the view of home page by using the link of New given on the top-left of the page. You can select an already created view from the filter drop-down menu. Usually, the information displayed on home page includes Invoice No., Subject, Sales order, Status, Total, Assigned to and Action. (Refer to the section of “How to Create a Customized View”). From the home screen, you can perform various operations on invoices. These operations include: