Activate BOLD invoices for User

This setting can be set up on a per User level.  An Invoices Tab will be displayed on the Company record, allowing you to view their invoices.


Activate for a User

  1. Click on Account & Settings
  2. Click on your Profile name
  3. Click on the Edit Access button
  4. In the Back Office section, click the checkbox for Company Invoices
  5. Click on the Save button

    Account Settings - Profile - Edit - Company Invoices.gif

  6. Be sure to log out and log back in for the changes to be applied.
  7. Once you log back in, and go to a Company record, you should see the Invoices Tab.




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