Administrator Guide › Configuration › Finance settings
Overview
Invoice Settings are used to configure the billing settings record for each company shown on the Invoice Settings page. Finance configuration administrators use this page when invoice-related settings must be reviewed or updated for Shotec S.A.E or Shotec Gulf. Save the configuration after updating the applicable company tab.
Before you start
Ensure that you can access Configurations > Finance Settings > Invoice Settings. Select the appropriate company tab before making changes.
Steps
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Navigate to Configurations > Finance Settings > Invoice Settings.
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Select the Shotec S.A.E tab to configure the invoice settings displayed for Shotec S.A.E. Review and update the available settings as required.
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Select the Shotec Gulf tab to configure the invoice settings displayed for Shotec Gulf. Review and update the available settings as required.
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Select Save to validate and save the invoice settings configuration.
Shotec S.A.E
The Shotec S.A.E tab contains the invoice settings configuration for Shotec S.A.E. Select this tab before reviewing or updating the settings that apply to this company, then select Save after completing the required changes.
Shotec Gulf
The Shotec Gulf tab contains the invoice settings configuration for Shotec Gulf. Select this tab before reviewing or updating the settings that apply to this company, then select Save after completing the required changes.
Tips & cautions
Note: Selecting Save validates the form before saving. The application will not save the configuration if a required value is missing.
Tip: Verify the active company tab before saving to ensure that changes are made in the intended company configuration.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The invoice settings configuration does not save. | A required value is missing. | Complete the required value and select Save again. |
| Changes are being made for the incorrect company. | The incorrect company tab is active. | Select Shotec S.A.E or Shotec Gulf, as appropriate, update the settings, and select Save. |
| The Invoice Settings page cannot be located. | The Finance Settings navigation path has not been opened. | Navigate to Configurations > Finance Settings > Invoice Settings. |
Result
The Invoice Settings configuration for the selected company is saved after the form passes validation.
Related pages
- Configure Banks
- Configure LGs Facilities
- Configuration — Learning Path
- Configure Bank Accounts
- **Close Invoice
- Setup Payment Milestones**
- Process Payment
- Configure 2 Factor Authentication
- Configure Account Managers
- Configure Attachment Categories
- Configure Branches
- Configure Flags
- Configure Frequent Currencies
- Configure Market Segments
- Configure Product Types
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