I can define the settings of invoices or payables
Creation Date: April 3, 2023
Created By: Akhil Vanjani
View most recent version on Tango.us
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Created By: Akhil Vanjani
View most recent version on Tango.us
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1. Go to Jules AI
2. When creating an invoice or a payable, click on the "Settings" icon to access the settings menu
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3. When generating proforma, you can click the proforma invoice and select the template type accordingly
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4. You can select the template type from the list as per the invoice
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5. You can also select the data source, such as "Expected" for pro forma and "Loaded" for commercial
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6. You can also select the default unit and currency (and apply a conversion rate)
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7. Here you can update general settings
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8. Once updated, click on "Save" to save your selection
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Updated on: 18/07/2024
Thank you!