VIDEO
INTRODUCTION
Global Settings are only accessible by users with administrator rights. To access the global setup window, from the menu at the top of the program window go to Setup>My Company>Information & Settings.
USER GUIDE
The Document Management tab in the Global Invoice Settings screen controls the interaction between invoices and the Document Management System.
- Save Final Invoice to Document Management will create a PDF copy of any invoice that is put to Final status in that client’s documents available on the Documents tab.
- If an invoice was exported to PDF, Word, Excel, or any other format you can save a PDF copy in that client’s documents available on the Documents tab.
- Any invoice that was emailed to a client can be saved as a PDF in that client’s documents available on the Documents tab.
- Whenever an invoice is reprinted for any reason you can choose to have a new PDF created in that client’s documents available on the Documents tab or have it update the existing file in the Documents tab.