Invoicing policy of prospect
Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.
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.
See also: