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How are invoices treated if I use different SKUs for the line items in an invoice?

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  • How are invoices treated if I use different SKUs for the line items in an invoice?

    How are invoices treated if I have SKUs setup to dictate record types, campaigns, naming conventions, etc. and I use different SKUs for the line items in an invoice I create?

    It's my understanding the Invoice is a type of opportunity, but if it holds multiple SKUs, what does that mean for my settings?

  • #2
    Good day!

    Each item in an invoice is a separate opportunity. The invoice is its own object and opportunities are related to an invoice.

    When you create an invoice, we create an opportunity for each item in the invoice. Beyond that all things are the same as before. When an opportunity has settled it will follow the C&P Settings and the Stage will be set accordingly.

    Hope that answers your question.
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    • #3
      Great -- thank you very much!

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