invoice reminder/deadines connected to calendar

Discussion of the "CRM" module

invoice reminder/deadines connected to calendar

Postby defender2010 » Fri May 01, 2015 5:54 pm

Hello,
is there a way to link the invoice creation (and due date) to the calendar, so that i can see when i must check when certain invoices has been paied or not?

Or any other way, like a statistic view or something where i can check wich invoices are due within a date or the present day in order to check the actual payment?
I cannot see anything like that even i do believe is a core function and is the only thing i see missing.

thanks all,
bye
L
defender2010
 
Posts: 2
Joined: Fri May 01, 2015 5:39 pm

Re: invoice reminder/deadines connected to calendar

Postby Kate » Wed May 20, 2015 2:23 pm

Hello,

We would like to note, that in the "Invoices" section of CRM module you can use the "Filter" tool to classify the created invoices by:

1) INVOICE DATE (last month, yesterday, today, this month, custom period);
2) DUE DATE (last month, yesterday, today, this month, custom period);
3) STATUS (draft, billed, rejected, paid);
4) OTHER (contact, currency).

Unfortunately, there is no opportunity to connect dates from the created invoices to the Calendar ONLYOFFICE using the current version of ONLYOFFICE.

If you have any ideas on the improvement of ONLYOFFICE platform, you are always welcome to share them with us on our Feedback page: http://feedback.onlyoffice.com/
Kate
 
Posts: 126
Joined: Mon Feb 09, 2015 11:17 am


Return to CRM

Who is online

Users browsing this forum: No registered users and 1 guest

cron