An organization attends a tradeshow and identifies several leads.
One specific lead wants to make a purchase in the next week.
You need to create an invoice.
At which stage can you create the invoice?
Click on the arrows to vote for the correct answer
A. B. C. D.B.
To create an invoice, you first need to create an order in Microsoft Dynamics 365 Sales. An order represents a confirmed sale and is created after the customer agrees to purchase your products or services.
In this scenario, the lead has already expressed an interest in making a purchase, but it is not yet a confirmed sale. Therefore, you cannot create an invoice at the lead stage, as it is too early in the sales process.
Similarly, you cannot create an invoice at the opportunity stage, as this is still a potential sale and has not yet been confirmed.
You could create a quote at this stage, which would provide the lead with pricing and other details of your products or services. However, a quote is not a confirmed sale, so you still cannot create an invoice.
Therefore, the correct answer is B. Order. Once the customer agrees to make a purchase, you can create an order in Microsoft Dynamics 365 Sales, and then create an invoice from the order.
To summarize, you cannot create an invoice at the lead or opportunity stages, and a quote is not a confirmed sale. You can create an invoice once you have a confirmed sale, which is represented by an order in Microsoft Dynamics 365 Sales.