A sales order confirms what your customer has agreed to buy. It sits between the initial quotation (the priced offer) and the sales invoice (the request for payment) in your quote-to-cash lifecycle. In Billing as a Service, you can create a sales order in two ways: From an accepted quotation: Instantly convert a won proposal so the customer, item codes, quantities, and agreed prices carry over with zero retyping (learn more about creating your first quotation in Billing as a

The sales invoice is the final step in the quote-to-cash process: it is the official document you send to your customer to request payment. In Billing as a Service, you can create a sales invoice in two ways depending on your current workflow: From an existing document: Convert directly from a confirmed sales order without retyping customer or item details (see how to create a sales order in Billing as a Service, or start earlier by creating your first quotation in Billing as

Billing Documents cover the full sales cycle in Microsoft Teams: Quotation, Sales Order, and Sales Invoice. Here is how they connect.

Who sees each record depends on the record, not the user. The full reference for Private, Group, and Public access across TeamsWork apps.

A step-by-step admin guide to granting app permissions for TeamsWork CRM and Billing in Microsoft Teams.

Resolve, close, or reopen Checklist tasks straight from the Teams chatbot notification card.

Billing as a Service brings quotations, sales orders, and invoices into Microsoft Teams, ready to set up in a few steps.

You can now delete tickets in Ticketing as a Service. Here is who can do it, how it works, and what happens to your quota.

Learn how to set up webhooks in Ticketing as a Service and connect them to Power Automate for real-time ticket workflow automation.

Keep every conversation in context with a dedicated Microsoft Teams chat for each record in CRM and Billing.

Give every opportunity, lead, and case its own email address, so any message you send stays on that one record in CRM.

Set up a complete incident management system in Microsoft Teams using Ticketing as a Service. No extra tools needed.

Learn how TeamsWork protects Protected Health Information across all its products under HIPAA standards.

Group Visibility in TeamsWork apps controls who can view and edit records across CRM and Billing.

Configure a Microsoft Teams issue tracker to log, assign, and resolve issues directly inside Teams using Ticketing as a Service.

We ranked 7 Microsoft Teams ticketing systems using a transparent scoring framework. See which tool earns #1 and why.

Explore how CRM as a Service helps VC firms track investments seamlessly—right inside Microsoft Teams.

Turn Teams chats into support tickets instantly! Stop copy-pasting and save time with one-click ticket creation in Ticketing as a Service.

Stop tab-switching! Keep support chats and ticket context unified in Microsoft Teams with our new "1 Chat per Ticket" feature.

Organize your products and services with the Catalog in Billing As A Service so you can create accurate, consistent quotations every time.