- OPEN SOURCE CRM WITH INVOICING HOW TO
- OPEN SOURCE CRM WITH INVOICING SOFTWARE
- OPEN SOURCE CRM WITH INVOICING PASSWORD
- OPEN SOURCE CRM WITH INVOICING FREE
For that, you’ll need to go to Settings | Other settings | User Fields. Let’s say you want to add a field for interests (which can be helpful, given this is all about managing customer relations). You’ll find name, company, position, email, phone, website/social, address, tags, currency and description. By default, the user fields are pretty common. The next thing you might want to do is add custom user fields. To do this, click Invoice settings | Products & Services (in the left sidebar) and then click Create Item ( Figure I).įigure I It’s now time to create a product that can be invoiced.įill out all of the information for the new item ( Figure J) and click Save (or Save and Create New Item).įigure J Creating a new item for the ONLYOFFICE invoicing tool. Next, we need to add products and services for invoicing purposes.
OPEN SOURCE CRM WITH INVOICING HOW TO
How to add products and services for invoicing in ONLYOFFICE In the resulting popup ( Figure H), fill out the information for the new tax setting and click Save.įigure H You can create as many tax options as you need. On that page ( Figure G), click Create Tax.įigure G Creating a tax for the ONLYOFFICE Invoicing system. This is done in Settings | Invoice settings | Taxes. If you’re selling products, you might need to set up taxes. This information will be included on your invoice, so it’s important that you take the time to do this.įigure F Customizing the ONLYOFFICE invoice settings. You should find a listing for Organization Profile under CRM | Settings ( Figure E).įigure E The Profile settings listing for ONLYOFFICE CRM.įrom the Organization Profile settings page ( Figure F), customize it to your liking. Before you do that, you’ll first want to configure your company profile within the Invoices settings. The next step for you might be adding products and services for invoicing. How to configure CRM invoicing in ONLYOFFICE
Congratulations, your default account has been created.įigure D Make sure to fill in every setting with an asterisk. Almost immediately you should see the Inbox populate with email. On the resulting page, from the left sidebar, click Account Management ( Figure B).įigure B The Email app settings page is accessed from this sidebar.Ĭlick Add New Account and then, when prompted, click Advanced ( Figure C).įigure C You’ll want to go right to the Advanced setup to add all the details for your mail servers.įill out all of the required details for your email account ( Figure D) and click Save. Once you have the necessary information, log into your ONLYOFFICE instance and click Mail from the main page ( Figure A).įigure A The ONLYOFFICE landing page is where you gain access to all the features. So, before you start configuring ONLYOFFICE, track down that information first.
OPEN SOURCE CRM WITH INVOICING PASSWORD
You’ll need the server address, port number, authentication type, SMTP server address and password for the account. You can use either an internal or external account, so long as you have the email server settings for both incoming and outgoing emails. This is necessary for the invoicing feature (as you can’t send invoices without it). The first thing you must do is set up an email account ONLYOFFICE will use. How to set up an email account in ONLYOFFICE The only things you’ll need to follow along with this how-to is a running instance of ONLYOFFICE and a working email account you can use.
OPEN SOURCE CRM WITH INVOICING SOFTWARE
SEE: Feature comparison: Time tracking software and systems (TechRepublic Premium) What you’ll need This time, I want to help you get the CRM ready to use. I’ve already addressed deploying ONLYOFFICE using Docker and how to use the project management tool. And given it’s integrated with all of the other ONLYOFFICE features, this CRM might be just the platform your business has been missing. That CRM tool can be very helpful for the management of your customers (which is the purpose of CRM) with features like contacts, tasks, opportunities, invoices, cases and reports. It includes Documents, Projects, Mail, People, Community, Talk, Calendar, RSS and a CRM. ONLYOFFICE is a powerful platform that offers plenty of tools and features to meet the needs of your business. Linux turns 30: Celebrating the open source operating system (free PDF) One of the most beautiful and user friendly Linux distributions gets even better
OPEN SOURCE CRM WITH INVOICING FREE
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