Difference between revisions of "Send client invoice"
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You may also send a carbon copy of the invoice email to the emails of your management team: | You may also send a carbon copy of the invoice email to the emails of your management team: | ||
| + | [[File:W carbon copy to managers.jpg|border|400px]] | ||
You have the option not to send the invoices to the main contact. | You have the option not to send the invoices to the main contact. | ||
| − | You can select the person on | + | You can select the person on the client’s 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]] | [[File:1send the inv and q to main.png]] | ||
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[[File:2Sending the invoices to contact add remove recipients.png]] | [[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. | + | So you can remove the primary contact from the recipients' list and add someone else on the client’s side. |
Revision as of 15:36, 6 October 2017
Client Invoice sending page: http://cloud.protemos.com/client-invoice/send?id=ХХХХ (replace XXXX with the valid project number)
General information
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 the "Send" button.
The client will receive your invoice by email.
Carbon copy
You may also send a carbon copy of the invoice email to the emails of your management team:
You have the option not to send the invoices to the main contact.
You can select the person on the client’s 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.
