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Categories CRM App
Created by Guest
Created on Feb 17, 2022

Store Invoice Number on Quote Records once generated in integrated Inventory/Accounts System

A Sage 50 customer would find it useful to have the invoice number stored on the quote record once it has been generated in the integrated Inventory/Accounting System. The purpose of having it stored on the quote record is to then be able to send invoice document templates via Prospect CRM which would include the invoice number.

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