Views:

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.



END