Invoice vs. Proposal

Self-Hosted | v5
1

Hi there,
really nice software, now while I’m introducing it, some questions come up. Maybe you can point me into the right direction?

There is a difference, if I send an invoice or a proposal:

  1. Invoice should come from accounting, with documents attached (people have their automated processes and e.g. forward those to their DATEV for instance, which detaches the attachement)
  2. Proposal should come from sales, with no documents attached (want to see, if the access it via the portal)

Can this be done? Looks like currently this is a global setting for all types of workflows?

2

Hi Dirk,

are you a natively German speaker? Your “proposal” sounds familiar to me. I came up with a similar question (in German: Angebot hier ungleich (unverbindliches) Angebot (welches ich aber versende), Angebotsannahme = Auftrag (des Kunden) und (was hier noch fehlt) der Versand einer vertragsschließenden Auftragsbestätigung).

Best greetings!

1 Like