Target audience: Home Portal's users
Client - Invoicing |
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In the Invoicing subtab of the Client tab you can set up the global settings of client invoices. |
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You can find the Advanced Configuration section in the General Configuration section of the Configuration accordion menu. |  | Search field | As soon as you start typing a search query, XTRF Platform returns the list of search results. It is an easy and convenient way of finding the required section in the Configuration accordion menu. | Advanced Configuration section | In the Configuration accordion menu go to the General Configuration section. In this section you can find the Advanced Configuration subsection which gives you access to various advanced settings of XTRF Platform. |
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Invoicing subtab |
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To gain access to the Invoicing subtab, select the Client tab in the Advanced Configuration subsection in the Configuration accordion menu. |  | | Enable Invoice Number Modification checkbox | Select this checkbox to allow users to modify the invoice numbers. | | Allow Multiple Templates per Invoice checkbox | If the checkbox is selected multiple templates for invoices are available. | | Default Invoice Signatory drop-down menu | You can select the default person that will be signed on the invoices. | | Allow Modification of Invoice Value checkbox | If the checkbox is selected, the Invoice values can be altered. | | Send One E-mail for Multiple Delayed Payments checkbox | If the checkbox is selected, notifications for multiple invoices of the same client are sent as a one e-mail instead of many separate messages. | | Edit button | You can click the button to enter the edit mode and be able to make changes in the Invoicing settings. | | Save button | Click the button to save all the changes and leave the edit mode. | | Cancel button | Click the button to discard any changes and leave the edit mode. |
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