-
You can send invoice overdue notice manually or automatically with cron job.
Sending with cron job
To setup automatically overdue notice go to Setup -> Settings -> Cron Job -> Invoices...
-
The estimate request feature is added in CRM version 2.8.0 and it’s used to create forms that your customers or potential customers can use to request an estimation of cost for services or pr...
-
While viewing the invoice from the admin area click on the + Payment button to record a new invoice payment, after you click on the button new view will be shown including the record payment form.
...
-
CRM have the option to send this invoice to a customer which is related. Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF
...
-
Settings
Navigate to Settings Menu -> Settings ->...
-
Go to the customer profile and click on the tab you want to export data eq. invoices
Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file.
...