View ProjeQtOr On SourceForge.net
ProjeQtOr - Project Management Tool
Support us on Capterra
OIN - Open Invention Network
ProjeQtOr free project management software - How to create quotations/bills suitable to send to customers - ProjeQtOr
 

How to create quotations/bills suitable to send to customers

More
14 Jan 2017 17:29 #1 by tectanus
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.

Please Log in or Create an account to join the conversation.

More
14 Jan 2017 18:04 #2 by babynus
a) no :(
b) design your own php file /report/object/Bill.php
c) just copy quotation as bill
d) yes, see indicators
e) no

Babynus
Administrator of ProjeQtOr web site

Please Log in or Create an account to join the conversation.

More
14 Jan 2017 19:29 #3 by tectanus
thanks for replying.
ad b) ok, but what's about quotations?
c) understood - thanks
d) ok, I'll check that but what I mean is: creating a new letter type with a reminder (which definitely looks different from bills)

Please Log in or Create an account to join the conversation.

More
14 Jan 2017 19:32 #4 by babynus

b) ok, but what's about quotations?

Same.
design your own php file /report/object/Quotation.php

creating a new letter type with a reminder (which definitely looks different from bills)

I'm afraid it is out of subject : ProjeQtOr is not an ERP nor a CRM.

Babynus
Administrator of ProjeQtOr web site

Please Log in or Create an account to join the conversation.

More
14 Jan 2017 22:02 #5 by tectanus

babynus wrote: Same.
design your own php file /report/object/Quotation.php


That simple? Good to know.

babynus wrote: I'm afraid it is out of subject : ProjeQtOr is not an ERP nor a CRM.


Ok, No problem.

Please Log in or Create an account to join the conversation.

Moderators: babynusprotion
Time to create page: 0.035 seconds

Cookies settings

×

Functional Cookies

Ce site utilise des cookies pour assurer son bon fonctionnement et ne peuvent pas être désactivés de nos systèmes. Nous ne les utilisons pas à des fins publicitaires. Si ces cookies sont bloqués, certaines parties du site ne pourront pas fonctionner.

Session

Please login to see yours activities!

Other cookies

Ce site web utilise un certain nombre de cookies pour gérer, par exemple, les sessions utilisateurs.