I just wanted to get an idea of how other people used orders and invoices in CRM.
At my organisation people kind of treat them as the same thing. An order is raised when someone is buying something from us and for 80% of those orders we raise an invoice to post to them. For the other 20% they have already paid via another system so no invoice is required.
Now technically, the order represents someone agreeing to buy a service from us and the status reasons can say when we fulfil this order. The invoice is regarding the payment of this service. You could change the status of an order to fulfilled months before the associated invoice is changed to fully paid.
In my system when an invoice is paid we would want the status to change to fully paid but there is a requirement to change the status of the associated order from invoiced to fulfilled. Is that how others would do this?
The default status and status reasons for an order don't seem correct. I could have an order that is invoiced AND fulfilled but I need to choose one.
Can people explain what their definitions of order and invoice are and the route through the status/status reasons they take and which reasons trigger changes to other statuses.