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XTRF Home Portal Modules

Receivables section (Task)

In the Receivables section, you can select which confirmations to send to the client.

Task_documents3.png

  • In the Document Template column, you can select another template for the task confirmation. To find out more about document templates, see the Document templates article.

  • In the Preview & Print column, click the pdf.png icon to preview the confirmation.

  • To send project confirmations, click one of the buttons at the bottom of the section. For details, see the Send a project confirmation for a Classic project.