Today’s focus is on the invoice tab within the Sales AI platform and the process of creating an invoice. It’s a straightforward procedure – simply click on the “create” icon and input the required details. This includes the name, associated sales order, code, opportunity, account, date of the invoice, and the code number. Additionally, you’ll need to specify building and shipping contact details, along with their respective addresses, states, cities, countries, and postal codes. Furthermore, assigning a shipping provider and contact is essential, and the entire invoice can be assigned to a user for management.

The description of the invoice is optional but can provide valuable guidance for the assigned user on how to handle the invoice effectively. By following these steps, you can efficiently create and manage invoices within the Sales AI platform.