A customer entered by sales is invoiced by accounting
Who is involved
| Role | What they do |
|---|---|
| Account executive | Creates the account for a new customer in CRM. |
| Accounts receivable clerk | Finds the customer in accounting and raises the invoice. |
Step by step
- Account executive
Creates the account in CRM with its tax number and email.
What they see:The account is saved.
- Account executive
Opens the party page.
What they see:The new customer, with CRM contacts and open deals beside the identity.
- Accounts receivable clerk
Starts an invoice and types the first letters of the name in the customer field.
What they see:The customer with its tax number, with no re-keying.
- Accounts receivable clerk
Issues the invoice.
What they see:The invoice names the same customer record as the CRM account.
Who is told what
No notification; the customer simply appears in accounting's picker within moments.
Related
- Contacts & Partners
- CRM & Sales Pipeline
- Accounting & E-Invoicing
- A retired supplier disappears from everyone's pickers
- An invoice is blocked until the customer's details are completed
- Two records for one company are reviewed and merged
- A supplier is a vendor in the shared register
- Accounting customers and suppliers are parties
- Team workflows