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Create Invoices from CRM Service Contracts
From Sage SalesLogix, you may create a back-office invoice directly from a Service Contract.
This will collect all Ticket activity related to the Contract, allow editing of details, and then submit
it as an invoice. From that point, the ERP system will process as a regular invoice and a link
from the Contract to the Invoice will be maintained in Sage SalesLogix.
Contract to Invoice relationships are one to many and are maintained for each Contract on the
Contract view.
Right click the ERP Contract Links grid and select Add… to create a new invoice for the
selected contract.
The charge code to be used
when creating the invoice. The
lookup button will be displayed
if the user is allowed to override
the charge code.
The amount to be
posted in the new
invoice - defaults to
contract balance
If the Post Tickets option is
selected in setup, all unposted
Ticket charges will be shown
here. Tickets may be
unselected and Charge Code
may be changed.
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