Invoice

12143

Function Overview

In the CRM system, invoice management is an important part of financial management, involving the creation, management, and recording of transactions with customers, helping users efficiently manage invoice information.

Function Entry

Users can enter the invoice management module by clicking on "Invoice Management" in the navigation bar of the main interface of the CRM system.

Operation Steps Description

Create New Invoice

Create Invoice Information

1. Log in to the CRM system and navigate to the "Invoice Management" module.
2. Click the "Create New Invoice" button to enter the invoice creation page.
3. Fill in customer and invoice information, including selecting the customer, responsible person, contract number, invoice type, etc.
4. Click "Save" to complete the creation of the invoice.

Create New Invoice Title

1. To create a new title, select "Create New Invoice Title."
2. Fill in the title information and save.

Import and Export

Import Invoice Data

1. Select the "Import" function.
2. Prepare and upload the file containing invoice information.
3. After matching the fields, click the "Import" button to complete the data import.

Export Invoice Data

1. Select the "Export" function.
2. Choose the range of invoice information to be exported.
3. Click the "Export" button, and the system will generate a file.
4. Download and use the generated file.

List Operations

Modify Invoice Information

1. Find the invoice that needs to be modified and click the "Modify" button.
2. Update the invoice information and save.

Invoice Information

1. Select the records that need invoicing, confirm or update the required information.
2. Execute the invoicing operation.

Transfer Invoice

1. Select the "Transfer" function, specify a new responsible person or project.
2. Click "Confirm Transfer" to complete the operation.

Delete Invoice

1. Select the "Delete" function and confirm the deletion operation.
2. The system will permanently remove the invoice record.

Notes

• Accuracy: Ensure that invoice information is accurate to avoid tax and financial errors.
• Permission Management: Be aware of the differences in permissions among different users to ensure sufficient operational permissions.
• Technical Support: If you encounter problems, refer to the help documentation or contact technical support.

Frequently Asked Questions

Q: How to create a new invoice?
A: In the "Invoice Management" module, select "Create New Invoice" and fill in the information.

Q: How to import invoice data?
A: Use the "Import" function, upload the file, and import after matching the fields.

Q: How to export invoice information?
A: Select the "Export" function, choose the range, and export.

Q: How to update invoice information?
A: Select the invoice in the invoice list and click "Modify" to update.

Q: How to delete an invoice record?
A: Select the "Delete" function, confirm the operation, and the system will remove the record.