Below you can find a checklist with links to our user manual per pointer.
[ ] Adjust the view of the Orders to invoice tab to your liking, similar to how you’ve done this for any other overview screens in Qargo.
[ ] Transition a few orders from status: Delivered to Ready to invoice by completing the task in bulk.
→ In reality, this will mean that these orders have been checked completely and are ready to be invoiced.
[ ] Create 2-3 invoices for different customers, preferably with different invoice preferences.
[ ] Send the invoices to yourself as a test, and perform the “Post invoice” task as if you’d be sending it to you accounting package.