We actively use Zoho CRM in our engagement processes. In price offering / tender stage, we create a firm profile and record the information of the tender in tender section under firms menu. When the tender is accepted by a customer and engagement process has started, we need to receive the payment data in the tender section so that it is sent to our accounting department to inform them about the coming invoice dates. 

As a shortcut solution, we simultaneously add an invoice to a firm in invoice section when the tender is accepted, and we get the invoice data which should be invoiced by accounting department according to the tender details. Is there a way to do that in a formal / designed as in Zoho way? We would be appreciated if you suggest a way.

All the best,