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BILLING
OOTI 101
OOTI updates
Security and data
Programs
Integrations
DISCOVER OOTI ROLE PER ROLE
1) I'm a partner/CFO
I'm a project manager
I'm an architect
ACCOUNT SETUP
1. OOTI CONNECTION
2. CUSTOMIZATION
3. YOUR TEAM
PROJECT MANAGEMENT
1. SETTINGS
2. MANAGEMENT
3.PROJECT MANAGEMENT
4. CO-CONTRACTORS
5. DIRECT SUB-CONTRACTORS
6. INTRA-GROUP AND DEPARTMENT MANAGEMENT
BILLING
1. INVOICING CONFIGURATION AND INVOICE CREATION
2. BILLING FORECAST
3. SUGGESTIONS, SENDINGS AND SUGGESTIONS OF INVOICES
TIMES AND LEAVES
1. SETTINGS
2. ENTERING TIME AND LEAVE REQUESTS
3. VALIDATION OF TIMES AND LEAVE REQUESTS
4. LEAVE AND RECOVERY BALANCE
COST
1. UNDERSTAND THE COSTS
2. EXPENSE NOTES
3. PAYROLL
4. SERVICE PROVIDERS/SUBCONTRACTORS/FREELANCES
5. OVERHEADS/FIXED CHARGES OF YOUR AGENCY
AGENCY MANAGEMENT
1. CONSULT THE REPORTS
2. CREATE A NEW TEAM
3. LOAD SCHEDULE
OPPORTUNITIES
1. OPPORTUNITY MANAGEMENT
2. PROPOSALS
DATA IMPORTS AND EXPORTS
RESUME INVOICING HISTORY BY PROJECT
RESUME THE TIME SPENT BY PROJECT
EXPORT DATA
MANAGE YOUR IMPORTS
USE CASES
Admin
Projects
Billing
Duration
agency management
Imports/exports
Get in touch
Back to home
Help Center
BILLING
OOTI 101
OOTI updates
Security and data
Programs
Integrations
DISCOVER OOTI ROLE PER ROLE
1) I'm a partner/CFO
I'm a project manager
I'm an architect
ACCOUNT SETUP
1. OOTI CONNECTION
2. CUSTOMIZATION
3. YOUR TEAM
PROJECT MANAGEMENT
1. SETTINGS
2. MANAGEMENT
3.PROJECT MANAGEMENT
4. CO-CONTRACTORS
5. DIRECT SUB-CONTRACTORS
6. INTRA-GROUP AND DEPARTMENT MANAGEMENT
BILLING
1. INVOICING CONFIGURATION AND INVOICE CREATION
2. BILLING FORECAST
3. SUGGESTIONS, SENDINGS AND SUGGESTIONS OF INVOICES
TIMES AND LEAVES
1. SETTINGS
2. ENTERING TIME AND LEAVE REQUESTS
3. VALIDATION OF TIMES AND LEAVE REQUESTS
4. LEAVE AND RECOVERY BALANCE
COST
1. UNDERSTAND THE COSTS
2. EXPENSE NOTES
3. PAYROLL
4. SERVICE PROVIDERS/SUBCONTRACTORS/FREELANCES
5. OVERHEADS/FIXED CHARGES OF YOUR AGENCY
AGENCY MANAGEMENT
1. CONSULT THE REPORTS
2. CREATE A NEW TEAM
3. LOAD SCHEDULE
OPPORTUNITIES
1. OPPORTUNITY MANAGEMENT
2. PROPOSALS
DATA IMPORTS AND EXPORTS
RESUME INVOICING HISTORY BY PROJECT
RESUME THE TIME SPENT BY PROJECT
EXPORT DATA
MANAGE YOUR IMPORTS
USE CASES
Admin
Projects
Billing
Duration
agency management
Imports/exports
Get in touch
BILLING
Edition of invoices, billing forecasts and customer reminders
1. INVOICING CONFIGURATION AND INVOICE CREATION
What is an invoice on OOTI?
How to add text to the invoice?
The invoicing process on OOTI
Enter my progress with two decimals
How to create an invoice?
How to configure the code/number of invoices?
How to set up Invoicing?
How to manage multi-currencies on OOTI?
How to modify your invoice template?
How to use multiple draft invoice management?
How to Add a Deposit and Invoice it?
What are the possible payment methods on OOTI?
How to create a non-project invoice or an invoice without a phase?
Can I delete or modify an invoice?
How to Add/Invoice Multiple Clients on the Same Project?
How to Manage Invoicing History with Multiple Clients as Multi-Payers?
How to Add and Display the Client's value added tax on Invoices?
How to manage VAT on invoices?
How to Delete a Payment on an Invoice?
The invoice PDF is not up to date despite modifications, what to do?
How to make revenue adjustments?
See more
2. BILLING FORECAST
How to plan invoicing?
How to create a new billing scheduling rule?
How to change the forecast type for multiple phases of a project?
3. SUGGESTIONS, SENDINGS AND SUGGESTIONS OF INVOICES
Setting up SMTP for OVH
Setting up SMTP for Outlook
Setting up SMTP for Gmail
How to create invoice reminders?
How to send and/or schedule the sending of invoices from OOTI?
Invoice suggestions
See more
