Report Catalog - Fake Invoice for Prospect

Report Overview

The Fake Invoice for Prospect Report is a way to "generate" a false invoice for prospecting purposes.

Benefits

Most organizations encounter a situation where they may desire to "pre-bill" a prospect when closing a deal.  This report fills that need without having to generate a real invoice and then going through the steps to delete the invoice.

How to Run

From the File Menu, choose Reports > Profile Reports > Fake Invoice for Prospect
Upon running the report, it will prompt you for the following parameters.
  • Please enter a profile ID (ProfileID) - Enter a Profile ID. You can find Profile ID numbers in several places in WeblinkCONNECT, including the Profile Browsers General Tab.
  • Please select a revenue item (Revenue_Item) - In this box, you can input any text you want.  The text will act as the item description on the false invoice.
  • Enter an amount (Amount) - Enter any amount you desire and then press the "OK" Button.

Results

Here is a sample of the report's output:
reports_prospective_invoice_results.gif
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