{"id":4869,"date":"2013-05-07T10:25:12","date_gmt":"2013-05-07T08:25:12","guid":{"rendered":"https:\/\/www.minicrm.hu\/?p=4869"},"modified":"2023-01-10T10:08:01","modified_gmt":"2023-01-10T09:08:01","slug":"szamlazas-es-kintlevoseg-kezeles-automatizalasa-a-minicrm-ben","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/blog\/2013\/05-07\/szamlazas-es-kintlevoseg-kezeles-automatizalasa-a-minicrm-ben\/","title":{"rendered":"Sz\u00e1ml\u00e1z\u00e1s \u00e9s kintl\u00e9v\u0151s\u00e9g kezel\u00e9s automatiz\u00e1l\u00e1sa a MiniCRM-ben"},"content":{"rendered":"<p>A MiniCRM-ben el\u00e9rhet\u0151 <a href=\"https:\/\/www.minicrm.hu\/tour\/invoicing\/\"><b>Sz\u00e1ml\u00e1k modul<\/b><\/a> seg\u00edts\u00e9g\u00e9vel k\u00f6zponti helyen kezelhetj\u00fck \u00fcgyfeleinkhez kapcsol\u00f3d\u00f3 sz\u00e1ml\u00e1inkat \u00e9s a hozz\u00e1juk tartoz\u00f3 folyamatokat, a sz\u00e1mla kik\u00fcld\u00e9s\u00e9t\u0151l kezdve eg\u00e9szen a kintl\u00e9v\u0151s\u00e9g kezel\u00e9sig.<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"aligncenter size-full\" title=\"Sz\u00e1mla\" src=\"\/wp-content\/uploads\/2013\/05\/paid_invoice.jpg\" alt=\"\" width=\"300\" height=\"200\" \/> <em>K\u00e9p: sxc.hu<\/em><\/p>\n<p>A <a href=\"https:\/\/www.minicrm.hu\/tour\/invoicing\/\">MiniCRM Sz\u00e1mla modulj\u00e1ba<\/a> beker\u00fclt sz\u00e1ml\u00e1k egy-egy <b>adatlapnak felelnek meg<\/b>, megk\u00f6nny\u00edtve a keres\u00e9st, list\u00e1z\u00e1st. Mint minden adatlapon, \u00edgy az egyes sz\u00e1ml\u00e1k adatlapjain is tal\u00e1lhat\u00f3ak <b>mez\u0151k<\/b>. Ezekben r\u00f6gz\u00edthetj\u00fck <b>a sz\u00e1mla tartalmi elemeit<\/b> (sorsz\u00e1m, fizet\u00e9si hat\u00e1rid\u0151, sz\u00e1mla kelte, teljes\u00edt\u00e9s ideje, v\u00e9g\u00f6sszeg, stb.), valamint a <b>f\u00e1jl mez\u0151<\/b> seg\u00edts\u00e9g\u00e9vel a sz\u00e1ml\u00e1t fel is t\u00f6lthetj\u00fck az adatlaphoz.<\/p>\n<p>Mint minden adatlapnak, a sz\u00e1ml\u00e1knak is van <b>st\u00e1tuszuk<\/b>, ami azt mutatja meg, \u00e9ppen hol tart az adott sz\u00e1mla a folyamatban.<\/p>\n<p>N\u00e9zz\u00fck meg, milyen folyamaton megy v\u00e9gig egy sz\u00e1mla:<\/p>\n<p><b><span style=\"background-color: #87cefa;\">Sz\u00e1mla ki\u00e1ll\u00edtand\u00f3<\/span> &gt;&gt; <span style=\"background-color: #6495ed;\">Sz\u00e1mla ki\u00e1ll\u00edtva<\/span> &gt;&gt; <span style=\"background-color: #9acd32;\">Sz\u00e1mla fizetve<\/span> VAGY <span style=\"background-color: #f4a460;\">Sz\u00e1mla sztorn\u00f3zva<\/span><\/b><\/p>\n<p>Miut\u00e1n ki\u00e1ll\u00edtottuk a sz\u00e1ml\u00e1t \u00e9s az beker\u00fclt a MiniCRM-be, nincs m\u00e1s dolgunk, mint kik\u00fcldeni azt a megfelel\u0151 \u00fcgyf\u00e9lnek \u00e9s <a href=\"https:\/\/www.minicrm.hu\/blog\/2023\/01-10\/ceges-hataridok-2023\/\" target=\"_blank\" rel=\"noopener\">figyelni a fizet\u00e9si hat\u00e1rid\u0151re.<\/a> Ez rendben is van, de mi van akkor, ha egyszerre t\u00f6bb sz\u00e1z sz\u00e1ml\u00e1t kell kezeln\u00fcnk&#8230;?!<\/p>\n<p>A megold\u00e1s: <b>Automatiz\u00e1ljunk, amit csak lehet!<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"aligncenter size-full\" title=\"Sz\u00e1ml\u00e1k modul\" src=\"\/wp-content\/uploads\/2013\/05\/szamla.jpg\" alt=\"\" width=\"600\" height=\"366\" \/><\/p>\n<p>1. N\u00e9zz\u00fck meg az el\u0151re bek\u00e9sz\u00edtett <b>sablon emaileket\/sms-eket \u00e9s teend\u0151ket<\/b>, ha sz\u00fcks\u00e9ges m\u00f3dos\u00edtsunk rajtuk vagy hozzunk l\u00e9tre \u00fajakat:<\/p>\n<ul>\n<li><b>\u00dcgyfeleknek:<\/b> Sz\u00e1mla ki\u00e1ll\u00edtva (let\u00f6lthet\u0151), Sz\u00e1mla fizet\u00e9si hat\u00e1rid\u0151 lej\u00e1rt, Sz\u00e1mla befizetve, Sztorn\u00f3 sz\u00e1mla (let\u00f6lthet\u0151), stb.<\/li>\n<li><b>Munkat\u00e1rsaknak:<\/b> Teend\u0151 &#8211; Sz\u00e1mla fizet\u00e9si hat\u00e1rid\u0151 lej\u00e1rt, stb.<\/li>\n<\/ul>\n<p>2. N\u00e9zz\u00fck \u00e1t az egyes automatizmusokhoz el\u0151re bek\u00e9sz\u00edtett <b>mentett sz\u0171r\u0151ket:<\/b><\/p>\n<ul>\n<li>Ki\u00e1ll\u00edtott sz\u00e1ml\u00e1k<\/li>\n<li>Lej\u00e1rt hat\u00e1ridej\u0171 fizet\u00e9s n\u00e9lk\u00fcli sz\u00e1ml\u00e1k<\/li>\n<li>Befizetett sz\u00e1ml\u00e1k az elm\u00falt 7 napban<\/li>\n<li>Sztorn\u00f3 sz\u00e1mla<\/li>\n<\/ul>\n<p>3. N\u00e9zz\u00fck \u00e1t \u00e9s ha sz\u00fcks\u00e9ges, jav\u00edtsuk \u00e9s aktiv\u00e1ljuk az egyes l\u00e9p\u00e9sekhez el\u0151re bek\u00e9sz\u00edtett <b>automatizmusokat:<\/b><\/p>\n<ul>\n<li><b>Ki\u00e1ll\u00edtott sz\u00e1ml\u00e1k:<\/b> seg\u00edts\u00e9g\u00e9vel a MiniCRM-be beker\u00fclt ki\u00e1ll\u00edtott st\u00e1tusz\u00fa sz\u00e1ml\u00e1k megk\u00fcld\u00e9sre ker\u00fclnek az \u00fcgyfelek r\u00e9sz\u00e9re.<\/li>\n<li><b>Lej\u00e1rt hat\u00e1ridej\u0171 fizet\u00e9s n\u00e9lk\u00fcli sz\u00e1ml\u00e1k:<\/b> az \u00fcgyfelek bizonyos id\u0151 eltelt\u00e9vel automatikusan eml\u00e9keztetve, figyelmeztetve lesznek a fizet\u00e9si hat\u00e1rid\u0151 lej\u00e1rt\u00e1r\u00f3l, valamint illet\u00e9kes munkat\u00e1rsunkat is \u00e9rtes\u00edtj\u00fck egy-egy teend\u0151 seg\u00edts\u00e9g\u00e9vel arr\u00f3l, hogyan j\u00e1rjon el.<\/li>\n<li><b>Befizetett sz\u00e1ml\u00e1k az elm\u00falt 7 napban:<\/b> Automatikusan \u00e9rtes\u00edthetj\u00fck \u00fcgyfel\u00fcnket, ha a sz\u00e1ml\u00e1ja kiegyenl\u00edt\u00e9sre ker\u00fclt, azaz a sz\u00e1mla st\u00e1tusza fizetett lett.<\/li>\n<li><b>Sztorn\u00f3 sz\u00e1mla:<\/b> seg\u00edts\u00e9g\u00e9vel a MiniCRM-be beker\u00fclt storn\u00f3 sz\u00e1mla t\u00edpus\u00fa sz\u00e1ml\u00e1k megk\u00fcld\u00e9sre ker\u00fclnek az \u00fcgyfelek r\u00e9sz\u00e9re.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>A MiniCRM-ben el\u00e9rhet\u0151 Sz\u00e1ml\u00e1k modul seg\u00edts\u00e9g\u00e9vel k\u00f6zponti helyen kezelhetj\u00fck \u00fcgyfeleinkhez kapcsol\u00f3d\u00f3 sz\u00e1ml\u00e1inkat \u00e9s a hozz\u00e1juk tartoz\u00f3 folyamatokat, a sz\u00e1mla kik\u00fcld\u00e9s\u00e9t\u0151l kezdve eg\u00e9szen a kintl\u00e9v\u0151s\u00e9g kezel\u00e9sig. K\u00e9p: sxc.hu A MiniCRM Sz\u00e1mla modulj\u00e1ba beker\u00fclt sz\u00e1ml\u00e1k egy-egy adatlapnak felelnek meg, megk\u00f6nny\u00edtve a keres\u00e9st, list\u00e1z\u00e1st. Mint minden adatlapon, \u00edgy az egyes sz\u00e1ml\u00e1k adatlapjain is tal\u00e1lhat\u00f3ak mez\u0151k. Ezekben r\u00f6gz\u00edthetj\u00fck a [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"gallery","meta":{"inline_featured_image":false,"footnotes":""},"categories":[376],"tags":[393,232],"class_list":["post-4869","post","type-post","status-publish","format-gallery","hentry","category-minicrm","tag-szamlazo-program","tag-termekbemutato","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sz\u00e1ml\u00e1z\u00e1s \u00e9s kintl\u00e9v\u0151s\u00e9g kezel\u00e9s automatiz\u00e1l\u00e1sa a MiniCRM-ben<\/title>\n<meta name=\"description\" content=\"A MiniCRM Sz\u00e1ml\u00e1k modul seg\u00edts\u00e9g\u00e9vel k\u00f6zponti helyen kezelhetj\u00fck \u00fcgyfeleinkhez kapcsol\u00f3d\u00f3 sz\u00e1ml\u00e1inkat \u00e9s automatiz\u00e1lhatjuk a hozz\u00e1juk 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