Capture OpenAir Invoice Short URL And Take The “Send” Function To A Whole New Level.
OpenAir provides the ability to send a link to an invoice directly to the client through the “Send” page on the invoice itself. The “Send” link is highlighted in the…
Read MoreHow Can I View a Retainer Balance in OpenAir?
Retainers serve as an advanced payment of the customer agreement. A retainer can be applied to the Invoice associated with the customer and deducted from the invoice’s total. On an…
Read MoreSend Invoices From A Group Email In OpenAir
When sending an invoice from OpenAir, the sender that appears in the email will default to the user who sends the invoice, however this can be changed so that the…
Read MoreSix Tips to Get the Most Value Using OpenAir Invoicing
A complete professional services automation software should provide a company with essential functionalities to efficiently run its core business processes. A crucial one of those functions is invoicing. Invoicing plays…
Read MoreOpenAir Invoicing Tips and Tricks
In this recorded webinar, we will discuss tips and best practices for invoicing in OpenAir. This includes: Invoice number increments Expense groups Expense insert layout Prefix, billing codes
Read MoreAudit Trail in User Interface for Company Switches
“Who changed that setting?” There are many settings that can be toggled on and off in OpenAir if the user has sufficient privileges. Often these settings can drive changes to…
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