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.