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#Article-1873608937
Important note: This functionality will be available as of FlowFit v.3 (to be released in 2023).
Table of Contents |
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FlowFitTMS/#/finance/client/invoices
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Factures client
FlowFit-TMS > Vue Finances
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FlowFitTMS/#/finance/client/invoices
> Client > Factures
Comment créer une facture client
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Pour créer des devis et factures clients, vous devriez d’abord vérifier que la configuration de vos services clients et de vos listes de prix vous convient sous ⚙ > Clients > Services clients et ⚙ > Clients > Tarifs clients.
Assurez-vous que les tâches de vos workflow sont déjà appariées avec les services clients correspondants.
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Pour créer une nouvelle facture client :
Ouvrez votre projet FlowFit.
Accédez à l'onglet Finances.
Dans la section Facture client (dans le coin supérieur droit), sélectionnez ''Créer et modifier'' dans le menu déroulant bleu Ajouter :
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Client invoices
FlowFit-TMS > Finances view > Client > Invoices
How to create a client invoice
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To be able to create client quotes and invoices you may first want to check that your client services and price lists configuration is accurate under âš™ > Clients > Client Services and âš™ > Clients > Client Rates.
Make sure that your workflow tasks are already mapped with the corresponding client services.
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To create a new client invoice:
Open your FlowFit project.
Go to the Financial tab.
In the Client Invoice section (on the top-right corner), select ‘’Create and Edit’’ from the blue Add drop-down menu:
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Factures client
4. Modifiez ou complétez les informations pertinentes à partir de la fenêtre Créer une facture :
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Client invoices
4. Edit or fill in the relevant information from the Create invoice window:
5. Click on Save and Send at the bottom right of the screen to send the invoice to your client. The Save option alone will not send your invoice.
Client Invoices - FlowFit User Documentation - Confluence (atlassian.net)