invoice reminder/deadines connected to calendar

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invoice reminder/deadines connected to calendar

Postby defender2010 » Fri May 01, 2015 6:02 pm

Hi everyone,
is there a way to connect dates from the created ivoices to the calendar, like the due date or similar? something like to create an automatic reminder on the calendar for example?

Or even any other report view to see which invoices are due in a certain time frame or the today date, this is crucial when admin people have to check which invoices should be paied and monitor the payment status of the invoices.

It's the only thing i cannot find, and it seems it's the only thing missing here.

thanks, and br
L
defender2010
 
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Joined: Fri May 01, 2015 5:39 pm

Re: invoice reminder/deadines connected to calendar

Postby Kate » Wed May 20, 2015 2:22 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
 
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Joined: Mon Feb 09, 2015 11:17 am


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