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Former Member
Oct 07, 2009 at 08:59 PM

Invoice in CRM Mobile Client

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Hi,

we are on CRM 4.0

we have a requirement to create a pro forma invoice in the Mobile Client (laptops used by sales reps working offline)

as soon as an order is created we want to create a pro forma invoice, print it and give it to the customer

can anyone suggest what are the possible options

I am thinking of two options:

1) create a smart form with all the desired fields on the invoice and read the feilds off the order

2) create a z order transaction naming pro forma invoice, but not sure how if this will print properly...

can any one who faced similar situation please comment?

Thanks

(points given to any useful info)