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License Agreement

The article presents the features available in the Premium plan of XTRF Language Business Platform. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Language Business Platform and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Home Portal's users

 


 

 


 

 

 

Client - Invoicing

In the Invoicing subtab of the Client tab you can set up the global settings of client invoices.

 
 

Configuration accordion menu

You can find the Advanced Configuration section in the General Configuration section of the Configuration accordion menu.

Search fieldAs soon as you start typing a search query, XTRF Platform returns the list of search results. It is an easy and convenient way of finding the required section in the Configuration accordion menu.

Advanced Configuration section

 

 

 

 

 

 

 

 

In the Configuration accordion menu go to the General Configuration section. In this section you can find the Advanced Configuration subsection which gives you access to various advanced settings of XTRF Platform.
 
 

Invoicing subtab

To gain access to the Invoicing subtab, select the Client tab in the Advanced Configuration subsection in the Configuration accordion menu.

 

Enable Invoice Number Modification checkboxSelect this checkbox to allow users to modify the invoice numbers.
Allow Multiple Templates per Invoice checkboxIf the checkbox is selected multiple templates for invoices are available.
Default Invoice Signatory drop-down menuYou can select the default person that will be signed on the invoices.
Allow Modification of Invoice Value checkboxIf the checkbox is selected, the Invoice values can be altered.
Send One E-mail for Multiple Delayed Payments checkboxIf the checkbox is selected, notifications for multiple invoices of the same client are sent as a one e-mail instead of many separate messages.
Edit buttonYou can click the button to enter the edit mode and be able to make changes in the Invoicing settings.
Save buttonClick the button to save all the changes and leave the edit mode.
Cancel buttonClick the button to discard any changes and leave the edit mode.
  

 

 

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