How can I specify instructions for QuickBooks Online Sales Invoice Requesters?
Organisation Administrators can provide a message that will be shown to Requesters during Sales Invoice creation.
This is how instructions for Sales Invoice Requesters are set up:
- In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings:
- Open the Sales Invoice workflow, click on the gear icon
and scroll down.
- Type in the message that will be shown to Requesters when they create a new Sales Invoice.
If you don't want Requesters to see any instructions, then leave this field blank. - When finished, apply your settings by clicking on SAVE in the upper right-hand corner of the workflow settings screen and update the workflow.
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