Invoicing Template

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  • Updated 4 months ago
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According to the instructions for "Setting up your invoicing template", found in the Help tab, I should be able to add a logo, phone number, and address by going to: Administration > Projects > Invoice Templates; however, I do not see the "Invoice Templates" option. Please advise.
Photo of Parish, Helaine

Parish, Helaine

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Posted 4 months ago

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Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

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HI Helaine,

Please open the administrator permission assigned to you by going to Administration > Permission Sets section and check if the following option is enabled. If not please enable the option and then logout and login to the instance.