Sage Intacct Invoices

Sales Invoice will be synched from Sage Intacct to Dynamics 356.

Sage Intacct: Navigation path to add Sales invoice in Sage Intacct > Go to Order Entry > Click on All > Click on Sales Invoice

Note: The Invoices should be in 'Closed' State as shown in the above image for Integration.

Steps: 1. Edit a Sales Invoice 2. Go to the Field 'State' 3. Click on the Dropdown 4. There will be 2 options i.e. 'Pending' and 'Closed' 5. Select 'Closed' State

GUMU™ Cloud portal: Sage Intacct Invoices

Dynamics CRM: Navigation path > Dynamics CRM > Click on Invoice Entity > Select your sales invoice