Maintaining Invoice Settings

Objective

After completing this lesson, you will be able to modify active Invoice settings.

Invoice Site Settings Overview

Invoice Site Settings activate and deactivate certain system-wide functions. You can’t make these settings specific to a group, country, or policy; the settings are turned on or off for all users in the system. The global template is already configured with the most used site settings activated. ​

Invoice Settings page.

Configure Invoice Site Settings

To configure site settings:

Steps

  1. On the Invoice Administration menu, select Invoice Settings.

    Invoice Processing Admin menu with Invoice Settings highlighted.
  2. Make the appropriate changes, and then select Save.

    Invoice Settings page with all settings and Save button highlighted.