We are setting up CRM to use for a small helpdesk - in order to generate
invioces using the billable time from each case should the allotments setting
be "time", "number of cases", or "coverage dates".

We want to be able to bill for the time it takes to complete each case. I
originally set it up the allotment as "time" , but now I'm not sure because
I'm having difficulty fuguring out how to generate an invoice. It tracks the
billable time for each line item but how do you track the billing functions,
do I need another back-office application.

Thanks

Hi Shea,
we seem to be threading along the same lines here. we are trying to set CRM
up for use with a small helpdesk, and using billable time for each activity
associated with a case. Just wondering if you are currently using activities,
and cases for the tracking of your billable time? How did you use allotment?
I noticed that it relates to contracts. Can you advise? How are you currently
using it?

Also, have you had any luck with generating an invoice for it? We are
investigating how the invoice tab of MS CRM is used, but noticed that it's in
the sales module. Don't quite know how to go about this. Do you have any
suggestion?

"shea" wrote: