How to Set the Default Location for Creating Invoices

Here’s an explanation of how to set the default location for creating invoices for a specific user:

1. Setting the default location for the user:

   • You can assign a default location for creating invoices for each user automatically.
   • To do this:
     1. Go to “Settings“.
     2. Select “Users“.
     3. Click “Edit” next to the user.
     4. Select the desired default location from the list.
     5. Click “Save”.

        

2. Creating invoices at the default location:

   • When creating a new invoice, the default location is automatically selected.
   • You can manually change the location when creating the invoice if needed.

Additional notes:

• This feature provides flexibility for users who work with multiple locations in the same organization.
• Make sure to grant the user access permission to the selected location so they can work on it.