Send client invoice - Revision history

Andrii at 14:05, 7 September 2022

2022-09-07T14:05:53Z

2021-04-16T11:01:18Z

2020-10-21T07:07:11Z

‎Select recipients

2020-06-09T13:21:12Z

2019-08-15T15:02:51Z

‎Select recipients

2019-08-15T14:50:55Z

‎Select recipients

2019-08-15T14:50:22Z

‎Select recipients

2019-08-15T14:49:03Z

‎Select recipients

2019-08-15T14:38:48Z

‎Select recipients

2019-08-15T14:35:05Z

‎Select recipients

@@ Line 2: / Line 2: @@
 =='''General information'''==
-To send an invoice, open the one you need, press '''"Actions"''' and then '''"Send"''':
+To send an invoice, open the one you need, click '''"Actions"''' and then '''"Send"''':
 [[File:Send client invoice button.png|border|1000px]]
@@ Line 12: / Line 12: @@
 The subject and the message are generated automatically, but you can edit them.
-Once you are confident that the message is ok, press the '''"Send"''' button.
+Once you are confident that the message is ok, click the '''"Send"''' button.
 The client will receive your invoice by email.
@@ Line 40: / Line 40: @@
 In case you need to remind your client about an overdue invoice, you can resend it.
-To resend an invoice, press '''"More actions"''', and then the '''"Resend"''' button:
+To resend an invoice, click '''"More actions"''', and then the '''"Resend"''' button:
 [[File:Resend invoice.png|border|900px]]
@@ Line 46: / Line 46: @@
 You also can communicate with your client via messages.
-Scroll down the invoice page to the <U>[[Client invoice view#Messages|'''"Messages"''']]</U> field, leave a comment, and press '''"Send"''':
+Scroll down the invoice page to the <U>[[Client invoice view#Messages|'''"Messages"''']]</U> field, leave a comment, and click '''"Send"''':
 [[File:Invoice message client.png|border|500px]]
 [[File:Redirect.jpg|40px|link=Send client invoice]] Back to the '''table of contents'''.

← Older revision		Revision as of 11:01, 16 April 2021
Line 49:		Line 49:

	[[File:Invoice message client.png\|border\|500px]]		[[File:Invoice message client.png\|border\|500px]]
		+
		+	[[File:Redirect.jpg\|40px\|link=Send client invoice]] Back to the '''table of contents'''.

← Older revision		Revision as of 07:07, 21 October 2020
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	So, you can remove the primary contact from the list of recipients and add someone else on the client's side.		So, you can remove the primary contact from the list of recipients and add someone else on the client's side.
		+
		+	=='''Resend invoice'''==
		+
		+	In case you need to remind your client about an overdue invoice, you can resend it.
		+
		+	To resend an invoice, press '''"More actions"''', and then the '''"Resend"''' button:
		+
		+	[[File:Resend invoice.png\|border\|900px]]
		+
		+	You also can communicate with your client via messages.
		+
		+	Scroll down the invoice page to the <U>[[Client invoice view#Messages\|'''"Messages"''']]</U> field, leave a comment, and press '''"Send"''':
		+
		+	[[File:Invoice message client.png\|border\|500px]]

@@ Line 29: / Line 29: @@
 [[File:Make client contact invoicing.png|border|550px]]
-You may select and remove the recipients of invoices before sending the email:
+You may select and remove the recipients of invoices before sending the email right on the '''Send invoice''' page:
-[[File:W selection of clients invoice recipients.jpg|border|500px]]
+[[File:Client invoice change recepients.png|border|550px]]
-So you can remove the primary contact from the list of recipients and add someone else on the client's side.
+So, you can remove the primary contact from the list of recipients and add someone else on the client's side.

@@ Line 25: / Line 25: @@
 You have the option not to send invoices to the main contact.
-You can select the person on the client side who will be getting the invoices by default. E.g. you can create the client's accountant in the '''<U>[[Update contact person|client profile]]</U>''', and then mark this contact as "Invoicing":
+You can select a person on the client side who will be getting invoices by default. E.g. you can create the client's accountant in the '''<U>[[Update contact person|client profile]]</U>''', and then mark this contact as "Invoicing":
 [[File:Make client contact invoicing.png|border|550px]]

@@ Line 25: / Line 25: @@
 You have the option not to send the invoices to the main contact.
-You can select the person on the client side who will be getting the invoices by default. E.g. you can create the client's accountant and then mark that contact as "Invoicing":
+You can select the person on the client side who will be getting the invoices by default. E.g. you can create the client's accountant in the '''<U>[[Update contact person|client profile]]</U>''', and then mark this contact as "Invoicing":
 [[File:W mark as invoicing.jpg|border|500px]]
@@ Line 33: / Line 33: @@
 [[File:W selection of clients invoice recipients.jpg|border|500px]]
-So you can remove the primary contact from the list of recipients and add someone else on the client side.
+So you can remove the primary contact from the list of recipients and add someone else on the client's side.

← Older revision		Revision as of 14:38, 15 August 2019
Line 33:		Line 33:
	[[File:W selection of clients invoice recipients.jpg\|border\|500px]]		[[File:W selection of clients invoice recipients.jpg\|border\|500px]]

−	So you can remove the primary contact from the recipients~~' list~~ and add someone else on the client's side.	+	So you can remove the primary contact from the list of recipients and add someone else on the client side.