Currently you can see which invoice#s and amounts are outstanding but then you have to go outside of SalesLink to find out the details. We would like something similar to how you can see details on work orders. We don't have to necessarily see the actual invoice document, but to be able to see the information contained on the invoice through a template view of some sort would be very useful and streamline the process.
Deborah Styring
Thank you both for the clarification and updates. We will review this internally and update.
That is correct Greg. We just want to see the details without having to navigate to multiple other places to look it up. We are not asking for invoice copies to be generated for the customer - we have an intranet site already for that. Thanks for your consideration.
Hi Jayme, I don't think this is asking to have the document generated. We have a similar request, would just like the ability to drill through to the invoice detail that is currently captured in CRM.
Hi Deborah,
As each Dealer may have different document generation capabilities for their invoices this functionality would need to be considered as Dealer specific SOW. If you are interested in pursing please reach out to your Account Executive Rep.
Thank you.