Staff workspace

Billing: the mailbox of the accountant

Every proposal and every invoice goes out from one address, set up by the accountant.

StaffAdministrators

0 of 3 steps done

Open Billing
Billing is in the staff menu for the accountant, for sales officers and for administrators. A line says whether proposals and invoices can go out.
This page needs a free account.
Open the page
The accountant sets up the address
Only the accountant (or an administrator) fills in the form: the name shown to the client, the address, the mail server, the login and the password. The password is sealed and never shown again. A copy of every message can go to an archive address.
Test it
Press Send a test message to me. Until it reaches the accountant, nothing goes out. The page then lists what was sent from the mailbox, to whom, and whether it went.

Good to know

To make a member of staff the accountant, choose the role Accountant when you invite them, or add the permission in the staff list.

Open Billing