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# I can define the settings of invoices or payables

  

**Creation Date:** April 3, 2023

**Created By:** Akhil Vanjani

[View most recent version on Tango.us](https://app.tango.us/app/workflow/9e33bbd2-487f-4236-b74e-04547db7eebf?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)

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### 1. [Go to Jules AI](https://demo.haroldwaste.com/invoice-and-report?c=376125&f=LOADED&gni=false&o=INVOICE&t=SELL)

  

### 2. When creating an invoice or a payable, click on the "Settings" icon to access the settings menu

  

![](https://storage.crisp.chat/users/helpdesk/website/a678b71cc93ef800/f3222657-36a3-4a84-a42c-2937a5_facumk.png)

  

### 3. When generating proforma, you can click the proforma invoice and select the template type accordingly

  

![](https://storage.crisp.chat/users/helpdesk/website/4acf226ac509c000/d9cf63d9-b7ec-4cf3-86f4-749292_47vtr9.png)

  

### 4. You can select the template type from the list as per the invoice 

  

![](https://storage.crisp.chat/users/helpdesk/website/8a0cccfc5589d000/05d0e744-abcf-480d-a908-7fe24f_kbpuj1.png)

  

### 5. You can also select the data source, such as "Expected" for pro forma and "Loaded" for commercial 

  

![](https://storage.crisp.chat/users/helpdesk/website/853368761c680800/b918f6b6-c95f-4873-923f-aa63a5_1y8nn07.png)

  

### 6. You can also select the default unit and currency (and apply a conversion rate)

  

![](https://storage.crisp.chat/users/helpdesk/website/b4c6ad320ecb2800/f89a8be1-f73e-430b-854a-19f489_tleovu.png)

  

### 7. Here you can update general settings

  

![](https://storage.crisp.chat/users/helpdesk/website/c45e358e66c5b000/0f22e700-855c-459d-bb8c-da38d0_1nie2ru.png)

  

### 8. Once updated, click on "Save" to save your selection

  

![](https://storage.crisp.chat/users/helpdesk/website/f67d6c385d27a000/410dc75f-cd79-4156-85fa-63a4dd_3neg1s.png)