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Admin Guide

Consolidated Invoicing Module Tool

Consolidated Invoicing Module Tool With Consolidated Invoicing module tool, you can combine sales orders or quotes of the same account into one invoice from the account card.  It is also possible to use parameters to determine default values for the new invoice (e.g. subject). The tool, like all the module tools, can be created in Settings […]

Admin Guide

Credit Invoice -How to build the process

General Invoices sometimes need credit invoice pairs to even out the income expectations. To users, this is simply one button on the invoice called ‘Credit invoice’ and it will copy the invoice, convert it to the minus and add a relation to the parent invoice. We are using settings about layout editor, dynamic field formulas, […]

User Guide

E-Invoicing – Error Conditions

General In practice, sending an e-invoice happens in four stages: The invoice is generated and sent from CRM. The invoice goes from CRM to the operator of the invoicer, who checks the information of the sender of the invoice. The invoice is transferred from the invoicer’s operator to the recipient’s operator, who searches for the […]

Admin Guide

Invoicing Purchase Orders

Invoicing purchase orders through quotes CRM-service offers the possibility to copy product rows from purchase orders to quotes by selecting the orders under Projects and Additional Information –tab. This enables the user to move multiple product rows from different purchase orders to a quote and make sure that all the information stays the same. Below […]

User Guide

Mass Invoicing

General   These are instructions for using Mass Invoicing after the admin has enabled the settings required for Mass invoicing. To find out how to set up the Mass Invoicing, see the instructions here. Mass invoicing can be used to create similar invoices at once for a selected group of customers (accounts or contacts). In this context, […]

Admin Guide

Project Settings

General It is possible to determine versatile permissions and restrictions to project functions in Profiles’ settings and Additional settings. With these settings, it is easy to either grant access or hide some functions from certain basic users, e.g. based on their job description on the project. An admin has always access to all project functions […]

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