Collect invoices and packing slips per project

When automatically generating packing slips/invoices, you have the option to collect multiple packing slips/invoices for one sales contact per project. This collection method per project is only relevant if you are working with an integration of Projects and Logistics, allowing you to record cost estimate lines or actual costing lines in Profit Projecten and invoice from Profit Order management. This is also important for subscription invoices in the project dossier.

To collect invoices and packing slips per project:

  1. Go to: General / Configuration / Integration settings / Sales contact profile
  2. Add a new sales contact profile.

    Or open the properties of an existing sales contact profile and go to the General tab.

  3. Select the Collect on invoice check box.

    Now the field for the collection per project is also active.

  4. Select the Collect per project check box.
  5. Click on: OK.
  6. Complete the wizard if you are adding a new sales contact profile.

See also

Directly to

  1. Generate invoices with summary invoices
  2. Collect sales invoices per week
  3. Collect packing slips from one order on one invoice
  4. Collect invoices and packing slips per project