Setting up Invoice Workflow

To set up Invoice Workflow you must see to a few settings first. If you haven't already, you must set up your Portal(link).

Once AppsForDynamics365 portal is set up, you simply have to follow these steps.

  1. Set up the system settings, in here you will find some practical matters such as mail server.
  2. After this you will set up your Norriq Online portal, allowing you to...
  3. Finally you will tend to document types settings, which helps you specify the details about the documents you are going to recieve

Click here to begin!