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How to add lines (products) to an invoice in UI

Posted on by Microsoft Employee

In the Unified Interface, how does one add Invoice Products (Invoice Line Details) to an invoice?

There is a button to "Get Products" from an Opportunity, which doesn't work for us. We need the ability to manually enter new invoice line items.

Talina

  • Suggested answer
    ba365guy Profile Picture
    ba365guy 2,946 on at
    RE: How to add lines (products) to an invoice in UI

    Did you try creating order and then generating invoice from order? 

    That should be the flow.

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