How to set up required documents for Customers

Modified on Sat, 28 Jun at 1:29 PM

1. Go to Settings - Accounting - Accounting Configuration - Accounting Options.

2. Toggle on "Require documents to be uploaded for customer to be invoiced?". The system will automatically save your preference.

3. Go to "Customers" or "Organizations" in the left hand bar

4. Click "Customer / Organization Profile"

5. Use the pencil icon to edit your customer's profile

6. Scroll down to the end of the page to find "Document Types"

7. Select the required documents from the drop down menu

8. You can add as many documents as needed

9. Click "Save Changes"