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CRMVersion 19.0.2.0.0Lizenz OEEL-1

CRM Invoice Status Ribbon

Adds payment and invoice status ribbons on CRM opportunities.

CRM Invoice Status Ribbon icon

Ueberblick

Displays payment and document-state ribbons directly on opportunities so sales and support teams can understand financial progress without opening invoices.

Funktionen

  • Shows payment status (Paid, Partially Paid, Not Paid) pulled from POS and invoices
  • Shows invoice document status (Draft, Issued, Cancelled) on the same lead
  • Improves handoff between CRM, accounting, and operations teams