The Fake Invoice for Prospect Report is a way to "generate" a false invoice for prospecting purposes.
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.
Here is a sample of the report's output: