Handleiding Davilex Totaal Inhoudsopgave
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10
Facturen vormgeven ........................................................................................................... 69
10.1 Inleiding ...................................................................................................................... 69
10.2 Sjablonen .................................................................................................................... 69
10.3 Sjabloon toevoegen..................................................................................................... 69
11 Facturen afdrukken ............................................................................................................. 73
11.1 Inleiding ...................................................................................................................... 73
11.2 Factuursjablonen......................................................................................................... 73
11.3 Facturen afdrukken ..................................................................................................... 73
12 Facturen elektronisch verzenden ....................................................................................... 75
12.1 Inleiding ...................................................................................................................... 75
12.2 E-mailadressen toevoegen .......................................................................................... 75
12.3 Facturen en aanmaningen elektronisch versturen ........................................................ 76
13 Inkoopfacturen .................................................................................................................... 78
13.1 Inleiding ...................................................................................................................... 78
13.2 Inkoopfacturen toevoegen ........................................................................................... 78
13.3 Standaard-inkoopfacturen ........................................................................................... 79
13.4 Credit-inkoopfacturen .................................................................................................. 80
13.5 Rapporten ................................................................................................................... 81
14 Relaties beheren ................................................................................................................. 82
14.1 Inleiding ...................................................................................................................... 82
14.2 Relatietypen ................................................................................................................ 82
14.3 Relaties toevoegen ..................................................................................................... 82
14.4 Relaties indelen in categorieën .................................................................................... 87
14.5 Relaties niet-actief maken ........................................................................................... 88
14.6 Rapporten ................................................................................................................... 89
15 Afspraken, taken en contactmomenten ............................................................................. 90
15.1 Inleiding ...................................................................................................................... 90
15.2 Afspraken.................................................................................................................... 90
15.3 Taken.......................................................................................................................... 93
15.4 Contactmomenten ....................................................................................................... 97
15.5 Bijlagen ....................................................................................................................... 98
15.6 Agenda ..................................................................................................................... 100
15.7 Dagoverzicht ............................................................................................................. 102
15.8 Rapporten ................................................................................................................. 102
