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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

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

 

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.

 

Pour créer une nouvelle facture client :

  1. Ouvrez votre projet FlowFit.

  2. Accédez à l'onglet Finances.

  3. 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

 

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.

 

To create a new client invoice:

  1. Open your FlowFit project.

  2. Go to the Financial tab.

  3. 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:

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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)