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# I can manipulate the invoice/report generator

In the tutorial, we guide you through the different options to create invoices or reports

**Date:** January 19, 2023

**Author:** Jean-Philippe Boul

**Source:** [Tango](https://app.tango.us/app/workflow/630ed0cc-44b5-4795-9628-75ceb4215258?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)

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### 1. [Go to Jules AI](https://staging.haroldwaste.com/invoice-and-report?c=34014&f=DELIVERED&o=INVOICE&t=SELL)

  

### 2. You can select your "Billing entity" and edit its information

  

Any change will be saved for future usage

  

![](https://storage.crisp.chat/users/helpdesk/website/5e6e2ac5ce4fa000/84130f58-3b40-4c8b-8c7d-41c5fa_kg6tiu.png)

  

### 3. You can select your "Customer" (Supplier/Provider for reports) and edit its information

  

Any change will be saved for future usage

  

![](https://storage.crisp.chat/users/helpdesk/website/19a2c1088234f900/befd66e5-b825-4a10-bfd4-4fd55a_iv8yyh.png)

  

### 4. Then you can access the invoice or report details and edit them

  

![](https://storage.crisp.chat/users/helpdesk/website/b869d26c3340e000/4075cadc-f93f-43cf-b62d-e17355_9t66pt.png)

  

### 5. You can check and edit information, including selecting a "Template"

  

![](https://storage.crisp.chat/users/helpdesk/website/d4eec5020d66a800/1d27a361-b6d1-4878-997b-678c9e_1q4paqm.png)

  

### 6. And selecting the "Terms"

  

![](https://storage.crisp.chat/users/helpdesk/website/d0df8e567231e000/1062ee3d-9174-457d-8e22-a795b4_5b8hqy.png)

  

### 7. You can also define the order of the "Terms" by usage the drag and drop feature

  

![](https://storage.crisp.chat/users/helpdesk/website/ecf10df38d8f7000/6f9d9f15-9b07-4ea6-844f-cb50b4_mn2ubj.png)

  

### 8. You can select the type of values you can use to make your invoice/report by clicking on "Based on"

  

You can select between Expected values, Loaded values and Delivered values

  

![](https://storage.crisp.chat/users/helpdesk/website/a91c493f3ee4480/28508ff4-a5e0-4d9a-8254-d8d55d_1bbpwh1.png)

  

### 9. In our example, let's select "Expected"

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229079/original/LFZXnxtEbFXDZuJhjwvtJVKrnxHzSyJ8Fg.png?1674112833)

  

### 10. You can add a new line among a given container group by clicking on "+"

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229088/original/QEv7uctIiSCFgBf_0guFBazRaf4YUEdaVA.png?1674112834)

  

### 11. You can delect a row by clicking on the red "Trash" icon

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229089/original/H6kSkBy6yEpdaZPhNoNATiarNQ3tvAr3CQ.png?1674112834)

  

### 12. You can add a new line outside the existing groups by clicking on the "+" button on top of the lines

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229093/original/Y7IqcEawHU6w3UG88RQteBPx4t2YgB0pXw.png?1674112834)

  

### 13. Any given line, can be moved to another group by clicking on the "Opposite arrow" icon

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229095/original/saCpIAlU8RlPvFcYHmwY7vAkTIuavyX9jg.png?1674112834)

  

### 14. Then by selecting the grouping you want

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229098/original/6XciqgP5NThsUDBRys6f01NqHLkWBSLxug.png?1674112834)

  

### 15. You can change the order of rows inside a group by using the drap and drop option

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229106/original/mCmnyEtdhPW8Fh6NuCoeAC8UNoUmKYHIdQ.png?1674112836)

  

### 16. You can "Expand" or "Collapse" a grouping by clicking on the chevron

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229099/original/ohGN-j1m8jeYavFLe1-uNiiPUYlVy88ZxQ.png?1674112835)

  

### 17. And you can personalize the columns by clicking no "Customize columns" button

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229108/original/ZjFYViL2MvANQktziMuapMoQFg0goLz6iA.png?1674112836)

  

### 18. Check the columns you want to display and uncheck them to remove them. You can also choose the 

### order

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229104/original/lCaIsM-UvXIxT8l_4CY7iwzFW_rimbiILQ.png?1674112836)

  

### 19. Then click on "Save"

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057229100/original/TURCoG-3MEZeN_FNp-OlZoYs2hVoX8Subw.png?1674112835)

  

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[_This Workflow was created with Tango._](https://app.tango.us/app/workflow/630ed0cc-44b5-4795-9628-75ceb4215258?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)