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To start a payment the Payment application process with the client, the project needs to have a subproject with that includes the client's budget and contract(s).

How to create a client budget

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Firstly, contract parties need to be added. This can be done from within the contract view , in the sheet Access panel.

At the moment each contract needs to have 3 parties: project manager, client and client supervisor. In the future a possibility to add or remove parties will be added.

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When Once the parties are set then payment a Payment application can be created. This can be done from the sheet Payment application.

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  1. Green icon shows that the user has approved the application

  2. Green icon shows that the user has signed the application

  3. Signatures info with signing date and time

  4. Button to download the signed document

  5. Button to download the application pdf


Project was funded by the European Union NextGenerationEU

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