The kind of documents issued in the system
Created:
2023-12-08
Last updated: 2023-12-08
Last updated: 2023-12-08
Post view count: 300
InvoiceOcean allows you to issue various kinds of documents within your account. It's enough to select the kind of document you want to issue in the account settings. After activating the chosen documents, they will appear as options in the Income and Expenses tabs, if available on the cost side. The kind of document can also be changed directly from the form. In this article, you will learn where the 'Kind' field is visible in the creation form and how to change the document type.
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Kind of document in the System
To change the kind of document from the form:
1. Go to the Income or Expenses tab and select the document you want to create.
2. Create a new document using the dedicated button.
3. In the document creation form, at the top, you will see the Kind field - by default, the system will display the name of the selected document to be created in this place.
2. Create a new document using the dedicated button.
3. In the document creation form, at the top, you will see the Kind field - by default, the system will display the name of the selected document to be created in this place.
4. Clicking on this field allows you to change the kind of document by selecting it from the displayed list. The list will include those documents that are active in the Additional documents to issue section
Also, check:
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