I can manipulate the invoice/report generator

In the tutorial, we guide you through the different options to create invoices or reports

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  1. 1. Go to Jules AI

  2. 2. You can select your "Billing entity" and "Customer" (Supplier/Provider for reports) and edit their information

    Any change will be saved for future usage

    You can select your "Billing entity" and "Customer" (Supplier/Provider for reports) and edit their information

  3. 3. Then you can access the invoice or report details and edit them

    Then you can access the invoice or report details and edit them

  4. 4. You can check and edit information and select terms you would like to add to the invoice and "Save"

    You can check and edit information and select terms you would like to add to the invoice and "Save"

  5. 5. Click on the "Settings" icon to access the settings menu

    Click on the "Settings" icon to access the settings menu

  6. 6. When generating proforma, you can click the proforma invoice and select the template type accordingly

    When generating proforma, you can click the proforma invoice and select the template type accordingly

  7. 7. You can select the template type from the list as per the invoice

    You can select the template type from the list as per the invoice

  8. 8. You can also select the data source, such as "Expected" for pro forma and "Loaded" for commercial

    You can also select the data source, such as "Expected" for pro forma and "Loaded" for commercial

  9. 9. You can also select the default unit and currency (and apply a conversion rate)

    You can also select the default unit and currency (and apply a conversion rate)

  10. 10. Here you can update general settings

    Once updated, click on "Save" to save your selection

    Here you can update general settings

  11. 11. You can add a new line among a given container group by clicking on "+"

    You can add a new line among a given container group by clicking on "+"

  12. 12. You can delect a row by clicking on the red "Trash" icon

    You can delect a row by clicking on the red "Trash" icon

  13. 13. You can add a new line outside the existing groups by clicking on the "+" button on top of the lines

    You can add a new line outside the existing groups by clicking on the "+" button on top of the lines

  14. 14. Any given line, can be moved to another group by clicking on the "Opposite arrow" icon

    Any given line, can be moved to another group by clicking on the "Opposite arrow" icon

  15. 15. Then by selecting the grouping you want

    Then by selecting the grouping you want

  16. 16. You can change the order of rows inside a group by using the drap and drop option

    You can change the order of rows inside a group by using the drap and drop option

  17. 17. You can "Expand" or "Collapse" a grouping by clicking on the chevron

    You can "Expand" or "Collapse" a grouping by clicking on the chevron

  18. 18. And you can personalize the columns by clicking no "Customize columns" button

    And you can personalize the columns by clicking no "Customize columns" button

  19. 19. Check the columns you want to display and uncheck them to remove them. You can also choose the order

    Check the columns you want to display and uncheck them to remove them. You can also choose the order

  20. 20. Then click on "Save"

    Then click on "Save"

  21. 21. Check the other information for the invoice and once it's ready, click on "Mark as complete" to finalize it or on "Save as draft" if want to make further changes later on

    You can also click on the down arrow next to save and preview the invoice

    Check the other information for the invoice and once it's ready, click on "Mark as complete" to finalize it or on "Save as draft" if want to make further changes later on