Hi,

I am looking to do something similar to email to case creation, however it would be email to invoice creation.

I basically want to take an email and push it into the crm and have it create an invoice for processing. We don't typically supply any goods but as a one off, we are tasked with supply and at the moment are using email requests then transcribed into a spreadsheet to track we have completed the request. I want to be able to basically find a way to track these requests and ensure they are completed. As a note they are for accounts currently listed in our system if that helps.

We are using an on premise 2013 version of the software, so just want to see what our options are.

Thank you