I constantly have to qoute and invoice a third party for a service. How can I do this in IFS?
ie David Jones is an insurer case. David needs a chair to assist his injury. His Insurer is going to pay for a chair to purchase from us. The insurer wants a qoute and invoice. The invoice needs to be made out to the insurer with Davids details (Name , Claim number, approval number etc) on it.
How do I achieve this in IFS without any manual labour intensive work arounds. ??
Thanks in advance