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Invoicing & Billing: 20 Hits, Last modified: 8 days ago; **Invoice generated** — [[https://erp.unicis.tech|Dolibarr]] generates the recurring invoice automatic... fore sending. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Invoice sent** — [[https://erp.unicis.tech|Dolibarr]] sends the invoice by email to the custome... ling contact. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Payment link included** — Invoice
Customer Onboarding: 19 Hits, Last modified: 8 days ago; - **Account created in [[https://erp.unicis.tech|Dolibarr]]** — Create a new third-party (Tiers) record in [[https://erp.unicis.tech|Dolibarr]] for the organisation. Link the contact to... riber record. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Qualification check (day 1–2)** —... roceed. If not, note in [[https://erp.unicis.tech|Dolibarr]] and continue nurture via Mautic only. \\/
Partner Onboarding: 12 Hits, Last modified: 8 days ago; lite decline. \\//Tool: [[https://erp.unicis.tech|Dolibarr]] (CRM record)// - **Discovery call** — 3... dard Partner Agreement ([[https://erp.unicis.tech|Dolibarr]] document template). Agreement covers: commission structure, co-marketing obligations, support... es, and term. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Agreement signed** — Partner sign
Core Processes: 12 Hits, Last modified: 8 days ago; ====== Core Processes ====== This section documents the Core Processes that run Unicis. A Core Proces... set of steps, and a list of the tools involved. Documenting processes is not bureaucracy — it is how... ss time zones. > 📌 **Rule:** If a process is not documented here, it does not officially exist. If you are doing something repeatedly and it is not here,
EU Project Delivery: 4 Hits, Last modified: 8 days ago; a the portal. \\//Tool: [[https://erp.unicis.tech|Dolibarr]] (time tracking), EU project portal// ===... ment, Scorecard metric source * **Nextcloud** — document storage and internal review * **Matrix** ... ders, PPMI, etc.) * **[[https://erp.unicis.tech|Dolibarr]]** — time tracking for financial reporting... nt. Store these in a restricted Nextcloud folder; do not publish publicly. * **Platform deliverables
Support Resolution: 4 Hits, Last modified: 8 days ago; . For usage questions: answer directly or link to documentation. For bugs: confirm reproduction and lo... ked resolved in FreeScout. If the issue reveals a documentation gap, Alexander opens a documentation task in OpenProject. If the issue reveals a product g... community support channels * **OpenProject** — documentation and product improvement tasks ---- =
Process Template: 3 Hits, Last modified: 8 days ago; === [Process Name] ===== ==== Purpose ==== [Why does this process exist? What problem does it solve? One or two sentences.] ==== Owner ==== **[Full na... [Step name]** — [Description of what happens, who does it, and which tool is used] - **[Step name]**
Platform Release: 2 Hits, Last modified: 8 days ago; L) renders correctly \\ * REST API (at ''/api-docs'') returns correct responses \\ * Svix webh... xander before publishing so he can update project documentation. * **Breaking changes:** Any breakin