So.. I have a fundamental workflow question. A customer case is opened.. the tech works the case. the determination is the cost of goods is billable. would the next solution be a sales order or an invoice? It is something new to our company , so I wanted to know the standard method of billing. Thanks so much

If you want to do fulfillment, I would create sales order. If it's a service item and fulfillment is not required then you can directly go to invoice

Great! thanks so much.. that was my thought.. I just wanted to be sure i was on track. Am still wet behind the ears.

I learned a new idiom today