Invoicing during Projects
maydet.aks
Member Posts: 3 NEW MEMBER
Hi,
My business has payment terms. what happens after the deal becomes a project, how do you send invoicing for the rest of the payments and for the final payments, how do you keep track. I just noticed there is no invoicing option on Projects. Which will make this for my business completely ineffective CRM.
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Answers
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Hello,
I assume you are referring to the Recurring Revenue feature, and currently, this is limited to the deal section but you can share this as feedback in the Ideas and Product Feedback channel to bring this to the attention of the Product team.
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