How to Require Documents Be Uploaded For A Customer Before Invoicing

1. Click "Settings"

2. Click "Accounting Configuration"
 

3. Select "Require documents to be uploaded for customers to be invoiced."
 

4. Click "Customers"
 

5. Click "Customer Profile"
 

6. Open the customer profile that has required documents for invoicing.
 

7. Scroll down to Document Types and select the needed documents.
 

8. Click "Email Notification" if you need documents sent with the invoice.
 

9. Select the documents you need attached to the invoice email.
 

10. Click "Save Changes"

The system will now not allow you to invoice unless the document types specified in the customer profile are present in the load.