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Eric Fortenberry
What is the best way to handle Invoices?
Does anyone know of any best practices for creating and tracking PDF invoices? I'd like them to work just like quotes, which we are using to generate our order forms with, however, I'd like them to have their own related list section on the opportunity. I'm not sure if there is a way to extend or modify quotes to handle this, or if I should try to use something like Simple quote/invoice/order. All suggestions and ideas are appreciated. Thanks!