Invoices: Location

Invoice locations are initially synced over from QuickBooks Online, however, once synced, can be edited or created directly from AR Workflow.

Navigate to Invoice Locations

• Using the left navigate bar, select Invoices.
• From here, navigate to Invoice Settings.
  
  

Use the Location tab to view, edit, deactivate, or add invoice locations.

Add a New Location

From the Location tab, select the + Create Location button.

Type the Name of the Location and click Save.

If the Location you are adding belongs to a parent-location, click the Is-sub-location checkbox.

 

Select a Parent Location from the list.

 

Once done, select Save.

Edit or Deactivate a Location

To EDIT a location, navigate to the Location tab from the Invoices screen. Click the three-dots icon and choose Edit from the list.




To ACTIVATE or DEACTIVATE a location and select the 3 dots. From here you can choose Make Inactive or Make Active. 

To find a deactivated location, toggle to All.