With our Less Accounting integration, you can view invoices for each customer including payment status, due date, and amount owed within the customer's record.
When you work on projects and tasks in WP-CRM System, you can easily and quickly create an invoice in Less Accounting with the click of a button. Each task assigned to a project will be added as a line item on the invoice, with special fields for that line item's price, quantity, and description. If the contact assigned to that project is also a contact in Less Accounting, their information will automatically get added to the invoice.
- Self-hosted WordPress website (version 3.3 or higher). Will not work on WordPress.com sites.
- WP-CRM System plugin installed and activated (strongly recommended to update to the latest version).
- An account with Less Accounting.
WP-CRM System Less Accounting extension is not created by, affiliated with, or supported by Less Accounting.