We are currently updating our site; thank you for your patience.

CRM Customers

Invoices

You can view, download, print and/or email Sales Invoices for your Customers in CRM.

However, Sales Invoices are created in BPO only.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

To access your customer-specific list of Invoices, you will first need to navigate to the Customer Dashboard (Customer Home page).

  1. In the Dashboard (Home page),
  2. Click on the Customers tile.

  1. The Customers listing page will open.

Search and Select Customer

  1. You can use the Page Reference field,
  2.  the Filter Row or
  3. the Filter Text Box to search for your customer.
  4. Click on the selected Customer icon in the View column.

  1. The Customer Dashboard (Customer Home page) will open.
  2. Click on the Invoices tile.

The Invoices for [selected customer] listing page

  1. The Invoices for [selected customer] listing page will open.
  2. All of the Invoices linked to this customer will be displayed (even ones where you are not the Salesman).
    The following information columns can be viewed in this page:
  1. Invoice Type (e.g. Parts)
  2. Invoice Reference number
  3. Invoice Value
  4. Invoice Date and the
  5. Salesman Name of each Invoice.

Search and Select Invoice

  1. You can use the Page Reference field or the
  2. Filter Row or the
  3. Create Filter Row functionality to search for a particular Invoice.

View / Download / Print Customer Invoice

  1. In the Invoice No. column, click on the blue number of the Invoice that you wish to View, Print or Download .

  1. The Report Viewer and Emailer page will open.
  2. The selected Invoice will be displayed.
  3. Here you can Download the Invoice and/or
  4. Print the Invoice.

Email Order

  1. Click on the expand icon [ + ] on the Email Document tab.

  1. The Email Document frame will be expanded.
    Check and/or add the following details, as necessary:
  1. To: Either click in the field and select the preferred contact from the list, or type in the contact email address.
  2. Cc: Here, you can add other email recipients, if applicable.
    • Either click in the field and select customer contacts from the list, or type in additional addresses as noted above (separated by a semi-colon and a space).
  3. Subject: This field will auto populate with Sales Invoice but you can edit this, if required.

Add an Attachment

You can add other documents, as attachments, if required.

  1. Attachments: Click on Browse.

  1. The Open screen will pop up.
  2. Search for and select the file you wish to link to this Invoice.
  3. Click on Open .

  1. The file will now be attached to the email.
  2. You can delete the attachment if required by clicking on either of the Delete icons.

  1. Type a relevant message in the Message body.
  2. The Message tool bar can be used to customise your email message.
  3. Signature: If you have a Signature configured in CRM - your Signature will pull through here, otherwise the Company default CRM mail signature will pull through.
  4. Click on the Send icon.

  1. A message box will pop up informing you of the status of the sent email.
  2. Click on Back .

  1. You will return to the Invoices for [selected customer] listing page.
  2. Select another Invoice to View, Download, Print or Email, if required.
  3. Click on the Customers icon to return to the Customer Dashboard (Customer Home page).
  4. Click on the CRM icon to return to the Dashboard (Home page).