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Matthias Kimmig How I create an invoice with the information from the opportunity?
Hi,
I want to create an invoice automatically. The information for this invoice come from the opportunity. The procedure should also work for several invoices.
My questions are:
1 How should I start this project best?
2 Can I use the MS Word templates or do I need another format for the template for example HTML, CSS ...?
3 How can I convert the invoice to a Pdf?
4 How can I send this invoice to the contact per e-mail?
Thanks.
Regards,
Matthias
5 How can I save the invoice in the opportunity as an investment?
I want to create an invoice automatically. The information for this invoice come from the opportunity. The procedure should also work for several invoices.
My questions are:
1 How should I start this project best?
2 Can I use the MS Word templates or do I need another format for the template for example HTML, CSS ...?
3 How can I convert the invoice to a Pdf?
4 How can I send this invoice to the contact per e-mail?
Thanks.
Regards,
Matthias
5 How can I save the invoice in the opportunity as an investment?
Matthias Kimmig5 How can I save the invoice in the opportunity as an attachment?