How to Manage Invoice Settings?

Invoices are crucial documents that provide detailed information about services rendered, hours worked, and costs incurred.

1. Click on the Settings icon and select the Invoice menu.

The invoice menu has two submenus

• Address Format
• Invoice Template

Invoice Address Format

1. Click Address Format, which allows you to modify the required address format for display in the invoice.
2. Modify each address line by selecting an option from the dropdown menu.
3. Choose the Business name on line 1 and choose subsequent lines accordingly.
4. Click on the ‘Add’ icon to add additional lines to the address, enabling you to include all necessary details.
5. A sample address is provided to facilitate modifying the address format.
6. After making the modifications, click the Save button.

   

7. The modified address format will be visible in the Preview of Sample Address.
8. A confirmation pop-up will appear stating “Billing address format added successfully”.

Invoice Template

1. Now, go to the Invoice Template submenu. It allows you to choose a pre-designed format or document structure to generate standardized invoices efficiently.
2. The default Invoice Template is available.

   

3. You can preview the Standard Template.

   

How to Setup Invoice Approval Flow?

1. Go to the Invoice menu in the dashboard and check whether all 8 tabs are displayed to determine if the approval flow is enabled.
2. If the approval flow is disabled, only the Draft, Open Invoice, and Paid Invoice tabs will be shown.

   

3. To modify the Invoice approval flow, navigate to Settings, then go to the Approval menu and select the Invoice submenu.

   

4. Enable the approval flow for invoice toggle.
5. Specify who can approve invoice requests for an employee.
6. Click on the ”+ ADD” and choose another person to be included in the approval flow order. (If multiple levels of approval are required).
7. After making the necessary changes, click the Save button.

   

8. A pop-up will appear confirming that the “Invoice approval flow settings updated successfully”.
9. To set up Advanced Approvals for invoices, follow the link.