ERPNext

This section collects how-tos for the people who use ERPNext day to day, built around Avunu's open-source apps: the client project portal, timers and hour budgets, e-signatures, messaging, mail, banking and billing. For development conventions and server procedures, see the Frappe section.

Projects & Time

• Using the Client Project Portal — How clients follow their projects, hours and tasks in the portal, and how an admin gives a customer access.

• Timers, Timesheets, and Hour Budgets — Work the Task View tree, run timers that log to Timesheets, set hour budgets, and read the meters.

Customers & Documents

• Cleaning Up Customers, Contacts, and Addresses — Geocode and validate addresses, edit the primary contact and address from the Customer form, and see customers on a map.

• Collecting Electronic Signatures with eSign — Turn any DocType into a signing page and get a signed PDF, SHA-256 hash, and audit trail.

Messaging & Mail

• Texting and a Unified Inbox in ERPNext — Twilio SMS, consent handling, group texts, mail-merge newsletters, and one inbox for email and SMS.

• Mailing Printed Letters with PostGrid — Mail any print format as a physical letter, by hand or from a Notification, and track delivery.

Banking & Billing

• Billing Subscriptions Automatically with GoCardless — Raise a Payment Request for every subscription invoice so GoCardless mandates are charged without manual steps.

• Reconciling Bank Transactions with Mercury — Sync Mercury transactions, book journal entries from GL codes, bill customers, and pay payroll and vendors by ACH.