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Former Member
Oct 07, 2009 at 08:59 PM

Invoice in CRM Mobile Client



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?


(points given to any useful info)