I can manipulate the invoice/report generator
JB

Jean-Philippe Boul

Created Jan 19, 2023

I can manipulate the invoice/report generator

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

15
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Haroldwaste

21 Steps
1

Go to Jules AI

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

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

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

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

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

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

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

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

Here you can update general settings

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

Here you can update general settings
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

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

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

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

Then by selecting the grouping you want

Then by selecting the grouping you want
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

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

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

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

Then click on "Save"

Then click on "Save"
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
Well done!
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