Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Ability to create a Sales Order from Invoice Suggestions

Customers need to do shipments for inventory related to projects. They would like to create sales order from Invoice suggestions rather than sales invoices. Please add a new button that allows them to create a sales order instead of a sales invoice. However, the Sales invoice button also needs to stay as a feature.

  • Kim Bateson
  • Sep 10 2020
Business Impact

Also, They may need to indicate by project which type of invoice they want to create. Can an additional setup be added to allow them to chose?

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