About General (Invoice Configuration)

    On the General (Invoice Configuration) page, you may configure the following features:

    • Invoice Date limits when service providers may generate invoices. You may configure the number of days before or after the posted date that a service provider may generate an invoice.
    • Invoice Resolution Text mandates all service providers to give a description of how each job was resolved, on each invoice.
    • Require Line Items obliges the service provider to create a Line Item Invoice by supplying an itemized breakdown of labor and materials charges.

    How to Access General (Invoice Configuration)

    On the Invoices sub-menu, click General. The General (Invoice Configuration) page appears.

    Invoice General Configuration Page