How do I Set Remember my Choice while Creating Invoice?

Updated on April 9, 2018 12:30AM by Admin

It is possible to set "remember my choice" option while creating invoices. You can select a "What do you want to include" Pop up, from which you can select “Remember my Option.” This allows you to set default option, if you want to skip this step when creating invoices.

Steps to Set Remember my Choice While Creating Invoice

  1. Login and access Invoices App from your universal navigation menu bar.
  2. Click on “Create” button and select “Create New Invoice “from left navigation panel.
  3. You can view "Create Invoice" Pop up, from which select your option.
    • Services - Services only
    • Items - Items only
    • Both - Items and services
  4. “Remember my choice” allows you to set default option if you want to skip this step when creating invoices 
  5. Click on “Continue” button.
  6. Now provide all information relating to invoice.
     create invoice
  7. Click on “Email Invoice” button to finish.

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