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How to Import Bank Payments and Mark Invoices as Paid
1. Payment of Outgoing invoices - automated data Import from the Bank 2. Linking Incoming Bank payments with Outgoing invoices 3. Outgoing invoice payment - manual data entry 4. Tips and tricks Important! CLOUDEX TMS provides two options - automated and man...
How to delete duplicate or unused partners?
Purpose Use this guide when you need to delete an unused partner or remove a duplicate partner in CLOUDEX TMS. This article explains: - when a partner can be deleted immediately; - when partner data must be moved to another duplicate partner before deletion;...
When is the invoice “Date sent” field filled in automatically?
Cloudex TMS fills in the Date sent field automatically when both of the following conditions are met: Send by email only is selected. The invoice is sent by email from Cloudex TMS. When the Date sent field contains a date, the invoice status changes aut...
How to reset a form table
Press it will open additional settings. Press it will reset table columns to default state.
How to send outgoing invoices automatically
To generate an invoice automatically, the following criteria must be met: In the client card Invoices tab has to be mark Order must be in status "Delivered" Depending on the selected “Send inv.” option, a POD/CMR may need to be uploaded and approve...