tologo Invoicing policy of prospect

Invoicing policy settings determine when TO3000 3D+ alerts user to invoice jobs once the prospect is converted in to a full client. This information is also stored when a former or inactive client is converted into a prospect.

For more information, see Invoicing policy of Client

To configure your invoicing policy regarding certain prospective client, click the Invoicing Policy button in this Prospect's profile.

 

 

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See also:

Prospect jobs of prospect

Invoices to prospect