Difference between revisions of "Send client invoice"
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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”: | 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: | + | [[File:W mark as invoicing.jpg|border|500px]] |
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: | ||
| − | [[File: | + | [[File:W selection of invoice recipients.jpg|border|800px]] |
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 15:56, 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:
Selection of recipients
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”:
You may select and remove the recipients of invoices before sending the email:
So you can remove the primary contact from the recipients' list and add someone else on the client’s side.
