Invoice form settings

An organisation can configure mandatory fields on the invoice form to enforce data entry requirements when creating or editing invoices. This allows administrators to set which fields must be completed before an invoice can be saved.

In this article we'll cover how to:

• access the invoice form settings.
• configure mandatory fields on the invoice form.
• linked appointment and reporting.

Only users with the correct permissions can manage invoice form settings. If you think you should have permission to perform such an action please contact the organisation owner.

Access invoice form settings

• Navigate to Organisation Settings.
• Locate and click Form Settings section of the settings.
• Click Editicon next to Invoice form.

Configure mandatory fields

The invoice form settings page displays available fields that can be made mandatory.

• Select whether the Linked appointment should be enabled or disabled as a mandatory field.
• When enabled, users must select a linked appointment when creating or editing an invoice.

Changes are saved automatically when you toggle a field.

Linked appointment and reporting

Linking invoices to appointments is important for accurate reporting. If your organisation uses sales orders or conversion rate metrics on performance dashboards, the linked appointment field is required to record that data correctly. Without a linked appointment, invoices cannot be attributed to specific appointments and will be excluded from these calculations.