Best method for repeating / regular / scheduled invoicing?

[cjohnsonuk]

We manage our contracts through ESPO. Each client will receive a single quote for our service for a period of time, usually 1 year.

But how they pay varies. If they join up some pay in advance, some pay in arrears.
And how often they pay varies : Monthly quarterly, biannually, annually.

I'm sure we're not the only people in this situation.

Has anyone got any recommendations of how (and, even, how not to) use the quotes, invoices, workflow options to best manage this?

Just 2 weeks in to using ESPO beyond our initial tentative evaluation and its looking very good but the curve is steep!

TIA

Chris

[tanya]

Hello
Don't know all the logic of your business process, but I think BPMN feature is what you need

https://www.espocrm.com/documentation/administration/bpm/

[cjohnsonuk]

That's something I've started to play with. Not sure if it will do what I want just yet, but then I've only just started looking. Thanks