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Invoicing & Billing: 18 Hits, Last modified: 8 days ago; ion Invoicing ==== - **Invoice generated** — [[https://erp.unicis.tech|Dolibarr]] generates the recurr... ual). Predrag reviews before sending. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Invoice sent** — [[https://erp.unicis.tech|Dolibarr]] sends the invoice by... mail to the customer billing contact. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Payment link
Customer Onboarding: 17 Hits, Last modified: 8 days ago; Tool: Mautic, Matrix// - **Account created in [[https://erp.unicis.tech|Dolibarr]]** — Create a new third-party (Tiers) record in [[https://erp.unicis.tech|Dolibarr]] for the organisation... tact to the Mautic subscriber record. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Qualificatio... al Customer Profile]], proceed. If not, note in [[https://erp.unicis.tech|Dolibarr]] and continue nurture
Partner Onboarding: 12 Hits, Last modified: 8 days ago; oceed. If not, send a polite decline. \\//Tool: [[https://erp.unicis.tech|Dolibarr]] (CRM record)// - *... d deal volume, and integration needs. \\//Tool: [[https://cloud.unicis.tech|Nextcloud Talk]], Nextcloud C... — Predrag sends the standard Partner Agreement ([[https://erp.unicis.tech|Dolibarr]] document template). ... , support responsibilities, and term. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Agreement si
EU Project Delivery: 2 Hits, Last modified: 8 days ago; ontroller and submits via the portal. \\//Tool: [[https://erp.unicis.tech|Dolibarr]] (time tracking), EU ... y project: Funding & Tenders, PPMI, etc.) * **[[https://erp.unicis.tech|Dolibarr]]** — time tracking fo