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Invoices in the CRM​

All invoices issued from the level of the CRM module are displayed also in the Finance module. There’s, however, a slight difference. If you issue an invoice in the CRM for the given contractor, the buyer in t…

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All invoices issued from the level of the CRM module are displayed also in the Finance module. There’s, however, a slight difference. If you issue an invoice in the CRM for the given contractor, the buyer in the invoice will be populated automatically. In the finance module you must pick the buyer manually.

See: How to add a new contractor to the CRM?


Learn more about invoice issue and management.
Click Invoice management in IC Project

See: How to issue an invoice?
Categories:CRM & clients

See also

How to add a new contractor to the CRM?To add a contractor, click , then press and complete the data in the window.1 min How to issue an invoice?With IC Project, you can quickly and intuitively issue a VAT or Proforma invoice, correct an invoice and create a new one based on...4 min How to add costs and revenues to the project?All costs (so-called realised costs) and revenues (so-called realised revenues) added to the project or invoices issued to the...3 min
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