Changes

1. Click '''on the [[UTA Settings''', '''Application Configuration'''Page|Settings Tab]].

2. Click on the [[Image:Inv.pngUTA Settings - General|General Tab]].

2. Check '''Enable Invoicing''':[[Image:UTASettingsTabsGeneralConfiguration.png|link=|400px]]

3. Scroll down to the "Application Settings" section.  4. Check '''Enable Invoicing'''. :[[Image:Inv1EnableInvoicing.png|link=|400px]]

35. Click '''Save'''.

46. Scroll down The Invoice tab will appear. Click on the page to '''Invoice Settings'''tab.

:[[Image:Inv2InvoiceSettings.png|link=|400px]]

57. Configure additional [[Custom Fields]] for '''Invoice''' such as '''OCF-21''' and '''OCF-22''' questions.

68. Configure '''Invoice [[List View]]'''.

79. Configure '''Invoice Statuses''', such as '''Paid''', '''Void''', '''Part Paid''', etc.

810. Set '''Invoice Level''' (One or Two).

Create [[Custom Fields|customs custom fields]] as needed for the invoice line items. These are the level 2 or level 3 activities that are to be billed.

11. The '''Invoice''' is createdwithin [[SmartSimple]]  You will also need to create either a [[Web Page View]] or [[MS Word Merge]] document that can be used to generate a physical invoice document. ==See Also==* [[Invoice Module Variables]]* [[Level 3 Activity List Batch Update]] 

[[Category:System Management]][[Category:Universal Tracking Application]][[Category:Applications]][[Category:System Management]][[Category:UTA Settings]]