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Thread: Newbie Question: Billing/Invoicing

  1. #1
    tiltawhirl is offline Junior Member
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    Aug 2006
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    Question Newbie Question: Billing/Invoicing

    I was directed to sugr as a viable solution for my web design company. It seems to have most of the features I need. However I would like the ability to generate quotes for customers, invoice customers, and process payments for those customers. I see there has been discussions on these types of features, but I was not able to find if anyone has a workable solution for this. Please let me know if there is a way to integrate with quickbooks, or have sugar handle the most basic of billing/accounting functions.

    Chris

  2. #2
    malcolmh's Avatar
    malcolmh is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Newbie Question: Billing/Invoicing

    Quote Originally Posted by tiltawhirl
    I was directed to sugr as a viable solution for my web design company. It seems to have most of the features I need. However I would like the ability to generate quotes for customers, invoice customers, and process payments for those customers. I see there has been discussions on these types of features, but I was not able to find if anyone has a workable solution for this. Please let me know if there is a way to integrate with quickbooks, or have sugar handle the most basic of billing/accounting functions.

    Chris
    Basic quoting, invoicing functions are available in Sugar Professional upwards, not in the OS version. Hope this helps?
    Cheers Malcolm

    Genius4U Limited - Ingenious simple IT solutions for you / Genial einfache IT Lösungen für Sie
    http://www.genius4u.com or http://www.genius4u.de

  3. #3
    mtfrog77 is offline Sugar Community Member
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    Smile Re: Newbie Question: Billing/Invoicing

    Chris,
    There is a free project to do quotes. I hope this helps.

    http://www.sugarforge.org/projects/c3crmquotes

  4. #4
    rgauss is offline Sugar Community Member
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    Default Re: Newbie Question: Billing/Invoicing

    And now one that does invoices:

    http://www.sugarforge.org/projects/invoices/

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