Difference between revisions of "Send client invoice"
From Protemos Wiki
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The client will receive your invoice by email. | The client will receive your invoice by email. | ||
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| + | You have the option not to send the invoices and quotes to the main contact. | ||
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| + | 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”: | ||
Revision as of 10:10, 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 and quotes 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”:
