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1/24/2012 4:54 PM EST

Is there any news or hope on a invoice modules?

I saw the question a few times but nothing recent.

1. 1/25/2012 8:59 AM EST
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By Matt Rajkowski

Concursive Corporation
Product Design


There's a Quotes module but nothing on the radar for Invoices.

Technically, an Invoice likely looks a lot like a Quote. From a process standpoint Quotes and Invoices have been kept separate because invoices are often generated in non-CRM systems and accounted separately. The accounting part is probably the main reason.

Two things I've seen when using ConcourseSuite CRM to capture invoice data:

  1. A custom defined set of folders and fields and get auto-populated from a nightly task
  2. The use of Opportunities and the Revenues module to capture dollars

What kinds of things would you like to see in an Invoices module?

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