How do I send an invoice to a client?

Created by Juraj Šufliarsky, Modified on Mon, 01 May 2023 at 07:46 AM by Juraj Šufliarsky

Issued invoices can be sent to the client directly from Allfred. The invoice is sent defined billing e-mail address (you can find it in the Billing address section). It also goes to the client’s contact person for the project and to a responsible project manager. You send the invoice via Invoice Actions on the page "Outgoing invoices" - Send invoice (Fig. 1). 

The text of the e-mail notification is prepared according to the agreement, while a different text can be set for each client as needed. The invoice can also be sent again.

Fig. 1

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