Send client invoice

From Protemos Wiki
Revision as of 10:11, 24 July 2017 by Anatoly.k (talk | contribs)

Jump to: navigation, search

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:

File:CIS Send invoice.png

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”:

File:CIS 1send the inv and q to main.png