# 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.

| If you need to… | Go to |
| --- | --- |
| Prepare access and branch conditions | [Before you start](#before-you-start) |
| Open the configuration page | [Open Invoice settings](#open-invoice-settings) |
| Identify the fields and page areas | [Understand the Invoice settings screen](#understand-the-invoice-settings-screen) |
| Change the invoice choice | [Change and save an invoice choice](#change-and-save-an-invoice-choice) |
| Leave after changing a choice | [Handle branch and unsaved-change variations](#handle-branch-and-unsaved-change-variations) |
| Diagnose a load or save message | [When loading or saving goes wrong](#when-loading-or-saving-goes-wrong) |
| Review history or continue with invoice work | [Continue after Invoice settings](#continue-after-invoice-settings) or [Invoice lifecycle](doc:invoice-lifecycle) |

## 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.

| Check | What must be true | What you see when it applies |
| --- | --- | --- |
| Subscription | The invoice-setting feature is included. | The settings surface loads. |
| Editing access | You have permission to edit the settings. | **Save** and **Save and Close** are available when a change exists. |
| Company | The company identifier is loaded. | **Last Modifications** appears. |
| Branch | A finance branch is open. | Its invoice choices appear. |
| Saved state | The loaded choice has no uncommitted change, or you are ready to handle the leave prompt. | The page can detect whether the choice changed. |

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**.

   ![Identify the Invoice settings page and its branch headings](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d36a1a7c30cf0298c3e6fc0aedbdc95b.png)

**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.

| Area | What it contains |
| --- | --- |
| Branch list | Five branch headings. Open one heading to see its invoice choices. |
| Invoice choice | **Auto generate**, with **Editable proforma** and **Non editable invoice** as the two radio choices. |
| Page actions | **Save**, **Save and Close**, and a button titled **Refresh**. |
| History | **Last Modifications**, with chronological user-action text and metadata fields including `Created On` and `By`. |

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.

![Compare the invoice-setting label and radio choices](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d36a1a7c30cf0298c3e6fc0aedbdc95b.png)

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

![Review the Last Modifications audit-log surface](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4fdd4ee1d586a166a699ab3a24122572.png)

## 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.

![Choose an invoice option and select a save action](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5fd2a79096048514faf5463f9f35362c.png)

## 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.

| Situation | What to do |
| --- | --- |
| The branch is closed | Select its branch heading or expand control to open it. |
| Another branch is open | Select the branch heading you need; the previously open branch closes. |
| You have not changed the setting | Select the unlabeled close button at the top of the page to leave directly. |
| You changed the setting and select the unlabeled close button at the top of the page | Choose how to handle the unsaved change in the **Leaving Page** 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?`.

   ![Choose how to handle an unsaved invoice-setting change](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/37d9785a986c6149dcff1646b6b3ab7f.png)

**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.

| Message | What it indicates | Next action |
| --- | --- | --- |
| `An error occurred while processing your request` | Loading the invoice settings failed. | Return to **Invoice settings** and try opening the page again. |
| `Server Error` | Saving the changed setting returned an error. | Review the branch choice and use the save action again. |
| Save controls are unavailable | Editing access is unavailable. | Review the setting without changing it, then use the unlabeled close button at the top of the page to leave. |
| The settings surface is replaced by subscription-upgrade content | The subscription does not include the feature. | Use the subscription-upgrade surface before returning to invoice settings. |

## 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](doc:invoice-lifecycle).