Insights & updates
Practical guidance for translation and localisation agencies: customer communication, quality assurance and billing in your daily work with OTM.
ZUGFeRD, Factur-X and XRechnung: electronic billing for customers and resources, including advance payment, correction and cancellation invoices.
Read article: E-invoicing in OTM: supported formats and document types →Why messages fail to arrive and how to investigate missing project emails.
Read article: Understanding email delivery failures →Formal quality, linguistic quality and collaboration: using assessments to support resource selection.
Read article: Quality assurance in everyday projects →How encrypted transfer, central storage and customer and freelancer access work together.
Read article: Data security and project portals →From your personal login and initial setup to your first customer project.
Read article: Getting started with OTM →Organise customer records when the commissioning contact and invoice recipient differ.
Read article: Managing alternative invoice recipients →For reference
Original guides and whitepapers from earlier OTM releases, including their illustrations.
Historical information, not the current offering. Language links open the original editions.
Payment buttons in invoices and payment requests.
How the reverse-charge notice was implemented at the time.
Billing addresses, customer records and accounting.
An illustrated tour of projects, files and communication.
The original OTM interfaces for smartphones and tablets.
Recognising duplicates and matching customer records.
The whitepaper on assessments and resource ranking.
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