Invoice settings

Invoice settings is the finance configuration page for choosing how invoices are generated for finance branches. The Auto generate choice determines whether the invoice is an editable proforma or a non-editable invoice.

Before you start

The page uses the subscription, your editing access, the loaded company, and the open branch to decide which parts of the settings surface you can use.

If the subscription does not include the feature, the page shows the subscription-upgrade surface instead of the settings surface. If editing access is unavailable, the save controls are not available.

Open Invoice settings

Open the finance configuration page through its registered route.

Prerequisites

• You are signed in.
• The Configuration menu is available.

Steps

1. Open the Configuration menu.

2. Select Invoice settings.

   

Result: The Invoice settings page opens with the branch settings surface available.

Understand the Invoice settings screen

An invoice-setting branch is the expandable area where you choose the invoice-generation mode. The page also provides page actions and an audit history for the loaded company.

The three invoice-choice labels have no required marker. No table or additional fields appear on the page. Selecting a branch heading opens that branch and closes another branch that was open.

Select Last Modifications when you need to review the audit history below the branch settings.

Change and save an invoice choice

Select the option that matches the required invoice handling.

Prerequisites

• The invoice-setting feature is included in the subscription.
• You have editing permission.
• The branch you want to change is open.

Steps

1. Select the invoice choice that matches the required invoice handling:

   If the invoice must…	Select
   Remain editable as a proforma	Editable proforma
   Remain non-editable	Non editable invoice

2. Select the save action that matches what you want to do next:

   If you want to…	Select
   Keep the settings page open	Save
   Save the choice and leave the page	Save and Close

   The page validates the form before saving. A successful save refreshes the saved settings and the Last Modifications history. It displays Your company process approvall settings has been saved successfully. If the save returns an error, it displays Server Error.

Result: The selected invoice choice is submitted through the save action you chose; an in-page save keeps the settings page open, while Save and Close leaves it after the save completes.

Handle branch and unsaved-change variations

Select a branch heading to open its settings and close any other branch that is open. When a choice changes, the unlabeled close button at the top of the page opens a confirmation dialog.

Prerequisites

• A branch is open.
• You changed its invoice choice and want to leave before using the page save action.

Steps

1. Select the unlabeled close button at the top of the page.

2. In the Leaving Page dialog, choose one action:

   If you want to…	Select
   Keep the dialog open	Cancel
   Discard the changed choice and leave	Don't Save
   Save the changed choice through the dialog	Save

   The dialog asks, Do you want to save your changes?.

   

Result: Cancel keeps the dialog open, Don't Save discards the change and lands at the home page, and the dialog Save action saves the changed choice.

When loading or saving goes wrong

Use the message text to identify whether the problem occurred while loading the settings or while saving a changed choice.

Continue after Invoice settings

Use Last Modifications after reviewing or saving a branch choice to review the chronological user-action information for the loaded company.

Prerequisites

• The company identifier is loaded on the page.

Steps

1. Select Last Modifications.
2. Review the chronological user-action text and the metadata fields including Created On and By.

Result: The audit-history surface is open below the branch settings. Continue invoice processing in Invoice lifecycle.