Hi,
I have found this article around sending invoices, however, I can't seem to find it in our Creatio.
Can someone help?
https://academy.creatio.com/docs/user/sales_tools/short_sales_orders_an…
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Dear Nicola,
Can you please clarify a bit what do you mean exactly under "sending invoices"?
Do you mean sending them for approval?
Thank you in advance.
Kind regards,
Roman
Hi Roman
Ultimately I was looking to be able to select a number of 'Deals' that have been delivered to generate an invoice to be sent to our Customer.
Thanks
Nicola
Nicola,
In this case you may take a look on printables functionality available in Creatio.
Using it you will be able to upload invoices and send them to your clients.
More information on this functionality can be found in the following academy article.
Thank you.