Difference between revisions of "Send client invoice"
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On this page, you can edit the message to the client before sending your invoice: | On this page, you can edit the message to the client before sending your invoice: | ||
| − | [[File: | + | [[File:Sending the invoices.png]] |
The subject and the message are generated automatically, but you can edit them. | The subject and the message are generated automatically, but you can edit them. | ||
Revision as of 15:02, 24 July 2017
Client Invoice sending page: http://cloud.protemos.com/client-invoice/send?id=ХХХХ (replace XXXX with the valid project number)
On this page, you can edit the message to the client before sending your invoice:
The subject and the message are generated automatically, but you can edit them.
Once you are confident that the message is ok, press “Send” button.
The client will receive your invoice by email.
You have the option not to send the invoices to the main contact.
You can select the person on client side who will be getting the invoices by default. E.g. you can create client’s accountant and then mark that contact as “Invoicing”:
File:1send the inv and q to main.png
You may select and remove the recipients of invoices before sending the email:
File:2Sending the invoices to contact add remove recipients.png
So you can remove the primary contact from the recipients list and add someone else on the client’s side.
