I can manipulate the invoice/report generator

In the tutorial, we guide you through the different options to create invoices or reports

Date: January 19, 2023

Author: Jean-Philippe Boul

Source: Tango

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1. Go to Jules AI

2. You can select your "Billing entity" and edit its information

Any change will be saved for future usage

3. You can select your "Customer" (Supplier/Provider for reports) and edit its information

Any change will be saved for future usage

4. Then you can access the invoice or report details and edit them

5. You can check and edit information, including selecting a "Template"

6. And selecting the "Terms"

7. You can also define the order of the "Terms" by usage the drag and drop feature

8. You can select the type of values you can use to make your invoice/report by clicking on "Based on"

You can select between Expected values, Loaded values and Delivered values

9. In our example, let's select "Expected"

10. You can add a new line among a given container group by clicking on "+"

11. You can delect a row by clicking on the red "Trash" icon

12. You can add a new line outside the existing groups by clicking on the "+" button on top of the lines

13. Any given line, can be moved to another group by clicking on the "Opposite arrow" icon

14. Then by selecting the grouping you want

15. You can change the order of rows inside a group by using the drap and drop option

16. You can "Expand" or "Collapse" a grouping by clicking on the chevron

17. And you can personalize the columns by clicking no "Customize columns" button

18. Check the columns you want to display and uncheck them to remove them. You can also choose the

order

19. Then click on "Save"

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_This Workflow was created with Tango._

Updated on: 18/07/2024