Here you will learn how to configure the invoice detail screen according to your preferences.
Content
- Where can I adjust the fields of the invoice detail screen?
- How can I add or remove fields?
- What is the solution if I am missing a field that I need for my accounting?
Where can I adjust the fields of the invoice detail screen?
The fields of the invoice detail screen can be customised in the client screen in the ‘Processes' tab. To do this, select the respective process for which the invoice detail screen is to be configured.
How can I add or remove fields?
To add fields, either drag and drop the desired field into Deactivated or Activated fields, or alternatively select individual invoice fields and move them using the arrows. You can also use ‘Select all’ or ‘Unselect all' to activate or deactivate all fields at once. Finally, save the changes you have made.
What is the solution if I am missing a field that I need for my accounting?
If you require additional fields for entering the invoice data, please contact our support team at support@finmatics.com for help.