Invoices only end up on deals in Lime Go if they are created based on an order in the ERP system.
❔ How does it work?
An invoice created in the ERP system without a link to an order is only synced to the company in Lime Go – not to the deal.
Premium
Orders and won deals are synced in both directions, so you can create them in either system before creating an invoice from the order in the ERP system.
Standard
Only won deals are synced from Lime Go to the ERP system – not the other way around. For the invoice to be linked to the correct deal, the deal must be created in Lime Go, so that the sync can create an order in the ERP system from which the invoice is then created.