Axel Martel and the Cloud Kicks billing team learn how to use Frisbii. Linda shows them how to create and issue invoices. They already know that there are several ways to generate invoices. Let's find out with them.
In these articles you will find the steps for generating an invoice from another object:
Would you like to invoice without going through a quotation or an opportunity?
Don't think twice, this is also possible in Frisbii!
Creating an invoice ex-nihilo
Linda knows that Frisbii allows to create an invoice ex-nihilo, i.e. an invoice that is not linked to a quotation or an opportunity. She shows to the team how to proceed.
Steps
3. Fill in the information following this article: Invoices - Field dictionary.
That's it, we've created an invoice ex-nihilo!
To go further, Linda suggests adding invoice line items and then issuing the invoice.
Adding an invoice line item
As with adding a quotation line item or a subscription line item, there are also two ways to add an invoice line item.
Using the New button
Using the Manage products button
Let's start with the first way, which gives you more flexibility to fill in information about the invoice line item, such as description, unit price and quantity. You can also add a product to the invoice line item, but this is not mandatory.
Adding an invoice line item using the New button
Steps
2. Click on New.
3. Fill in the information requested to add a product.
Save.
If you are using products in Salesforce, it is better to use the Manage Products button to add an invoice line.
This allows you to easily take over the information already entered in the product.
Adding an invoice line item via the Manage Products button
Steps
2. Click on Manage products.
3. Select your products from the displayed price book or choose another price book.
4. Save
And that's it! Axel and the ADV team are delighted to know all this in order to create invoices ex-nihilo!