Jump to content

What are the steps?


Recommended Posts

I could not fint the step by step procedure in doucumentation from creating new client to letting the system takes care of automation of invoicing.

I would like to create quote to someone, then after he pays for the service that was on the quote I want to create invoice from that quote and set to "paid" imidiately and send it to the customer.

So far it works just fine, but now I have no service for that client. What should I do now?

Do I make order for the service that he already payed for but without new invoice? Will it be ok?

Will the system send him new invoice 15 days before service is abouth to expire?

I am so confused with this and I need some help. I am from Croatia and we have a slightly different invoicing system then the rest of the EU.


Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    • No registered users viewing this page.
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated