Intergration of invoice system into Allclients CRM
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- Posted:
- Proposals: 2
- Remote
- #583650
- Awarded
Description
Experience Level: Intermediate
General information for the business: We are a retail store selling made to measure Curtains and blinds
Description of requirements/functionality: Weare using Allclients as our CRM . We would like to intergrate an invoice system into or run seamlessly alongside Allclients.
We currently use Kashflow to write up our orders on and would like similar funtionality . We do not require any financial information produced.
We would like to take the contact from the CRM, pre populate invoice with name address , invoice number ( pre- filled),
Then write the order freeform , with ability to apply sale tax if required ,, have total with ability to show deposit paid and balance remaining. The invoice should be able to be tagged against the client in CRM Ideally a report should be available to view invoices issed between 2 specified dates.
We are able to arrange access to Kashflow and Allclients should this be required
Extra notes:
Description of requirements/functionality: Weare using Allclients as our CRM . We would like to intergrate an invoice system into or run seamlessly alongside Allclients.
We currently use Kashflow to write up our orders on and would like similar funtionality . We do not require any financial information produced.
We would like to take the contact from the CRM, pre populate invoice with name address , invoice number ( pre- filled),
Then write the order freeform , with ability to apply sale tax if required ,, have total with ability to show deposit paid and balance remaining. The invoice should be able to be tagged against the client in CRM Ideally a report should be available to view invoices issed between 2 specified dates.
We are able to arrange access to Kashflow and Allclients should this be required
Extra notes:
Jon R.
100% (8)Projects Completed
10
Freelancers worked with
10
Projects awarded
64%
Last project
14 Dec 2017
United Kingdom
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