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Description and definitions.
Purpose of the project The project was created out of the need to plan, classify, organize and r...
Bulk PDF upload
The system enables the batch upload of PDF files to the system. Mass file upload helps in everyd...
Adding the WHMCS System
Installed Commitment Forecaster module, although it is installed in WHMCS, retrieves data through...
Deleting PDF files
To delete a PDF file, you mustGo to the "Documents" menu item and click "List of unclassified". ...
Unmapping documents
If for some reason it is necessary to move the document to an unclassified state, for example, if...
Viewing/Editing an annex to the Agreement
The annex is used to change the terms of the contract without editing the contract itself and hel...
Viewing/Editing an Invoice
Go to the "Documents" menu item and click "List invoices". Use the date buttons to select a sort...
Viewing/Editing the Agreement
Go to the "Documents" menu item and click "Agreement list". Use the date buttons to select a sor...
Classification of PDF files
Go to the "Documents" menu item and click "List of unclassified". Go to the viewing mode by clic...
Adding a document
Documents can be added in several ways: We can use the bulk upload option and upload a few or a ...
Installation
At this stage, the module does not include a standalone installer. The installation consists in ...
Edit the commitment
To view a list of all obligations, go to the "Commitments" menu and click "List of commitments". ...
Adding a commitment
To add a liability, go to the "Commitments" menu item and click "Add commitment". After comple...
Information contained in the counterparty's profile.
The counterparty profile contains information such as: Number of invoices Number of active comm...
Edit counterparty
To view a list of all contractors, go to the "Counterparties" menu and click "List counterparties...
Add counterparty
To add a counterparty go to the menu item "Counterparties" and click on "Add counterparty". Af...
Configuration of module parameters
In the WHMCS administrator panel, browse to: System Settings -> Addons Modules -> Commitments fo...
Deactivation
Attention!!!Deactivating a module automatically deletes the tables in the database associated wit...
Activation
In the WHMCS administrator panel, browse to: System Settings -> Addons Modules Activate the mod...
Sync/Full Sync
Full synchronization means that all invoices of the selected system will be completely synchroniz...