Thanks for your feature rich application. I just detected projeqtor but have the idea that many of my requirements can be handled by it.
However, just one of my first tasks fails: I don't understand how to create quotations/bills that are suitable to send to customers. There is a topic here that addresses this question ( www.projeqtor.org/en/forum/5-ask-questio...er-bill-how-to#14799 ). But to be honest: I don't really understand what to do.
So these are my questions:
a) Is there a step-by-step Howto that explains how to create quotations/bills to be sent to customers (including logo, address-header, legal footer an so on)?
b) If there is no such Howto - what can I do to achieve that goal?
c) What actions have to be taken to create a bill from a quotation?
d) Is there any functionality to create reminders for overdue bills?
e) And in addition: Is there a way to use different sender-templates (address header, legal footer) in dependence of the person responsible for that quotation/bill?
Any hint is very much appreciated. Thank you.
However, just one of my first tasks fails: I don't understand how to create quotations/bills that are suitable to send to customers. There is a topic here that addresses this question ( www.projeqtor.org/en/forum/5-ask-questio...er-bill-how-to#14799 ). But to be honest: I don't really understand what to do.
So these are my questions:
a) Is there a step-by-step Howto that explains how to create quotations/bills to be sent to customers (including logo, address-header, legal footer an so on)?
b) If there is no such Howto - what can I do to achieve that goal?
c) What actions have to be taken to create a bill from a quotation?
d) Is there any functionality to create reminders for overdue bills?
e) And in addition: Is there a way to use different sender-templates (address header, legal footer) in dependence of the person responsible for that quotation/bill?
Any hint is very much appreciated. Thank you.