Election of invoicing activities and creation of its first invoice proforma
Following thecreation of your activities(time, fresh, discounts,...), you can start tochargefrom your file or from the customer record.
You can charge for your activities in a single or multiple way and rework your due diligence on theinvoice proforma.
Below you will find the 3 methods to start the billing process.
Method 1: charge a single file activity
Dfrom the folder, select the activity you want to charge.
- Click on the button with the 3 small dots to display the options
- Election "Invoice", to charge the selected activity tomanage the invoice Proforma:
Method 2: charge all activities in the file
From the file,
- Do not select any activities
- Click onProforma file
Method 3: charge certain activities in the file
From the file
- Select the activities to be charged. You can help yourself with filters.
- Click onProforma file
Whatever the method used, the proforma invoice will be created and you will be ableitthenvalidate your invoice.