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dealing with invoices

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(@saessels)
Posts: 1
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[#4303]

Hey,
I need a bit of support.

I want to create an invoice in ProjeQtOr but even as an admin I have no allowence to create one. Are there any conditions / settings I need to concider or change?
Furthermore is it possible to change the tamplate for the invoice (adding our logo, solgan, desing elements) or rather where can I finde the tamplate?
And is there a way to settle up recurring payments without creating an invoice manualy every month?

Thanks for your help.
Saessels


 
Posted : 26 Apr 2017 19H25
(@babynus)
Posts: 14952
Member Admin
 

I want to create an invoice in ProjeQtOr but even as an admin I have no allowence to create one

With admin profile, you should get access.
Can you tell us more about what you cannot do ?

Furthermore is it possible to change the tamplate for the invoice (adding our logo, solgan, desing elements) or rather where can I finde the tamplate?

No
But you can develop your own report of have it developed for you.

And is there a way to settle up recurring payments without creating an invoice manualy every month?

No, you must create as many terms as need (but think about coying)


 
Posted : 27 Apr 2017 16H21
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