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ProjeQtOr free project management software - How to create quotations/bills suitable to send to customers - ProjeQtOr

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How to create quotations/bills suitable to send to customers

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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.

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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
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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)

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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

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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.

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