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Invoice settings

Menu path

System ➔ General ➔ Settings

Introduction

If you have the E-Invoice module, you can set your preferred settings for your invoicing administration. By defining the invoice settings, you can ensure the whole cycle of invoicing process is performed efficiently in accordance to your preferences. You can simplify the process or include more procedures in the process, all to improve the invoicing process in your administration.

What version are you using?

The information in this document is applicable to product update 409 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I define the invoice settings?

  1. In the Settings screen, click Invoice settings on the left menu.
  2. Define the relevant settings.
  3. Click Save. A message "Changes will take effect after restarting the software" will be displayed.
  4. Click OK, and then click Close.
  5. Restart Exact Globe Next.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit the invoice settings?

  1. In the Settings screen, click Invoice settings on the left menu.
  2. In the Invoice settings screen, make the required changes.
  3. Click Save.
  4. A message “Changes will take effect after restarting the software” will be displayed.
  5. Click OK.
  6. Restart Exact Globe Next.

How do I view the changes made to the settings?

  1. In the Settings screen, click Invoice settings on the left menu.
  2. In the Invoice settings screen, click the Logbook button.
  3. The list of changes made to the settings will be displayed.
  4. Click Close to exit.

Fields

Buttons

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.460.609
 Assortment:  Date: 26-09-2022
 Release: 405  Attachment:
 Disclaimer

Attachments
EGN-OH409-Invoicesettings-final.docx 35.8 KB View Download