Define a Client's Invoice Settings

Depending on your role in WorkBook, you can define the invoice settings that companies use to handle financial transactions in Resources. These settings include whether to allow editing of invoice lines and invoicing on jobs that exceeded their price quotes. You can also define the default invoice attachments and if client contacts can approve invoices.

Note: You must have permission to add, delete, and modify resources to complete this task.

To define a client's invoice settings:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the client whose invoice settings you want to define by completing any of the following actions:
   • In the Search in Grid field, enter the name of the client, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
4. On the grid toolbar, click Resource Information / to display the client card.
5. On the side toolbar of the client card, click Client Settings > Invoice Settings.
6. Update the invoice settings as needed.