When you create an invoice for a project, they are listed here, as well as the invoices tab of the project in question. Editing an Invoice Click on the invoice number to view/edit. You can edit anything that has a dotted line underneath it, eg ...
When reporting on invoices, you have the following options: From/To date Select dates here to see invoices created betqeen those dates. Report You can select the following reports: Outstanding invoices Paid invoices Stage owner invoices Draft ...
When we invoice you for your yearly subscription, your invoices will appear here. Click on the invoice number to download a PDF copy for your records.
Suppliers are used for when you are adding purchase invoices. To add a new supplier, click on the plus icon at the top right of the table. Complete the form then click the Add Aupplier button.
Permission Groups Permission groups allow you to set which users are able to perform which actions in PlanMan, such as add, edit and delete items. When you sign up for a free 30 day trial, you are automatically added to the Administrator group. Users ...