An organization attends a tradeshow and identifies several leads. One specific lead wants to make a purchase in the next week. You need to create an invoice. At which stage can you create the invoice?

The correct answer is B. Order. You can't create directly from any of the listed entities. Yes, invoice can be created from scratch at any stage of the process by manually going into Invoice entity and creating new. But from a process perspective, the only place you can create it is from the Order record…

Manage core sales features

Question

Options

ALead
BOrder
COpportunity
DQuote

How the community answered

(17 responses)

B
82% (14)
C
6% (1)
D
12% (2)

Explanation

You can't create directly from any of the listed entities. Yes, invoice can be created from scratch at any stage of the process by manually going into Invoice entity and creating new. But from a process perspective, the only place you can create it is from the Order record. Even though you can link an invoice to an Opportunity directly but this must be done from scratch, i.e. Create new Invoice from scratch, add Opportunity lookup.

Topics

#sales process stages#invoice creation#order to invoice

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