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Registration

Company registration, User creation. Billing data and LOGO setting

09/02/2024
 

Product, Service and Partner databases

Product, Service, Partners: from incoming Invoices or based on Sample XLS.

09/02/2024
 

Worksheet and invoice template

Creation and adjustment of Offer, Worksheet and Invoice templates according to the design of the business

09/03/2024
 

To learn what how

To learn what how The first elements must be created: - Product, service - categories here - Partner - Offer - Order - Contract - Delivery - Project - Task --> Worksheet - Invoice

09/04/2024