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Sales & Invoicing: workflow

Read more about jet automatic sending of invoices and reminders, setting up email addresses and blocking the finalisation and sending of draft invoices.
Workflow: automatic invoicing

Trainings are planned and participants are registered. Applications are ready and have been checked. Invoicing is allowed, but you want the invoicing process to be automatic and therefore more efficient. This ensures that invoices are made and sent faster. Payments will therefore also come in fa...

Workflow: sending an automatic reminder.

Why? Did you send the invoice? Then you want Coachview to keep track of which invoices need to be reminded. These reminders are sent by Coachview via e-mail, whereby a copy of the invoice must automatically be added as an attachment. What's going on?? If the invoice is set to final, an inv...