What
New functionality allows the ability for a client appropriate invoice instructions to be applied to a client record.
Where
Clients > Client record > Administration tab > Billing Information section > Invoice Instructions field
How
Setting up Invoice Instructions as an Admin
NOTE: This next section only applies to System Administrators only.
Config area > Invoice Instructions > +New
Fill in the required field for the invoice, when complete click Save or Save & Close.
1. Name the Invoice - this is a mandatory field marked by a red asterisk (*).
2. Give the invoice a Description, if useful.
3. Complete the Details toggles as necessary.