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New Member
Posts: 1
Registered: ‎07-09-2018

Invoicing

I just logged in for the first time and started playing with the invocing. I wanted to se how the generate invoice button worked and it worked great. I purposfully didn't send any of the invoices but now that I actually want to send out the invoices the dates are for next month and not for this month. I need to reset my ucrm somehow so that I can go back and invoice of july of 2018

Emerging Member
Posts: 55
Registered: ‎09-09-2014
Kudos: 4

Re: Invoicing

[ Edited ]

We found a solution... you can reset the bill date. Just missed it when we first looked over it. 

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Alex Wilson
Owner
Collabsion, Inc.
www.collabsion.com
New Member
Posts: 2
Registered: ‎07-10-2018

Re: Invoicing

Good afternoon,
Does anyone have a direct download link from UCRM without installation?
Thank you,
Benito

Ubiquiti Employee
Posts: 3,544
Registered: ‎12-10-2015
Kudos: 1259
Solutions: 272

Re: Invoicing

@benitograciano what exactly are you looking for?
The download/installation guide can be found here: https://help.ubnt.com/hc/en-us/articles/115000994708-UCRM-Installation-Guide
New Member
Posts: 2
Registered: ‎07-10-2018

Re: Invoicing

I wonder if it is possible for me to make customizations to the system. Thank you

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Ubiquiti Employee
Posts: 3,544
Registered: ‎12-10-2015
Kudos: 1259
Solutions: 272

Re: Invoicing

@benitograciano yes, UCRM provides many customizations:
this can be customized: any email template, PDF for invoice/receipt/quote, many notifications can be turned on/off and they can be customized, login screen and CSS for the whole system can be modified, etc.

Something specific you are wondering about?
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