I can define the settings of invoices or payables

Creation Date: April 3, 2023

Created By: Akhil Vanjani

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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

3. When generating proforma, you can click the proforma invoice and select the template type accordingly

4. You can select the template type from the list as per the invoice

5. You can also select the data source, such as "Expected" for pro forma and "Loaded" for commercial

6. You can also select the default unit and currency (and apply a conversion rate)

7. Here you can update general settings

8. Once updated, click on "Save" to save your selection

Updated on: 18/07/2024