Invoice Configurations

The Configurations Page provides administrators with options to define and manage default settings across multiple modules within the system. This central hub simplifies workflows and ensures consistency in account management.

Features

1. Categories of Configurations

The page supports configurations across different modules, including:

• Customer Vendor Categories
• Invoices
• Bills
• Refunds
• Credit Notes
• Purchase Orders
• Sales Orders
• Quotations
• Bill of Quantities (BOQ)

Within each category, users can:

• Specify codes
• Define brands
• Assign values
• Edit numeric entries or textual descriptions

2. Edit Options

For each configuration section, users can:

• Modify key values
• Update associated descriptions to match their workflows

Step-by-Step Guides

A. How to Edit Configurations

1. Access the Configuration Section: Locate the relevant module on the Configurations Page.
2. Select an Entry: Click Edit next to the value, description, or associated field you want to modify.
3. Make Changes: Update the input field or dropdown option as required.
4. Save Changes: Click Save to apply the changes.

B. How to Create an Invoice Configuration

Access the Create Section from the Create button:

Input Fields

• Brand: Select the brand related to the invoice configuration.
• Brand Value: Provide the value assigned to the brand.
• Display: Specify how the invoice configuration will be displayed.
• More Info: Add additional information or descriptions about the invoice configuration.

Frequently Asked Questions

Q: Are changes applied globally?

A: Yes, updates in the Configurations Page will affect all related transactions and workflows within the module.

Troubleshooting and Support

Problem: Unable to save changes.

Solution: Ensure all mandatory fields are completed. Refresh the page and retry if the issue persists.