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Link between sale and raising invoice

edited Jul 31, 2012 10:11AM in Accounting / ERP 5 comments

Hi there,

We're relatively new to using NetSuite and feel as though we're not necessarily getting the best out of our third party support contract. It appears they want us to purchase additional modules for something which seems pretty straightforward to me...

The sales team create a sale made up of a number of products.

The accountant, under the accountant role, wants to create an invoice for this sale, but without having to re-enter the details of the sale, such as what products it is made up of, the client details, etc. It seems there's just the link between the two missing - as the data is definitely in the database!

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