How to create an invoice scheme

Introduction

Invoice schemes are needed to correctly process invoices in the OutSmart system. These schemes determine what emails need to be sent and when reminders should be triggered. They also determine the look of the invoice and other details.

Step-by-Step Guide

1. Log into the OutSmart BackOffice account
2. Click on the invoices option in the side menu
3. Click on the three cogwheels icon in the top right corner
4. This will open the Invoice lay-out and schemes overview
5. Click on add in the Schemes section
6. Fill in the default settings: Name/Title, PDF layout, Work order as an attachment, Forms as an attachment, Set as default, Invoice lay-out, Standard VAT for quote, and Currency