How can I connect my account to cloud?

You can learn how to connect your account to the cloud feature for document management by watching the video below.

You can link your “Invoice Wizard” account to your “Google Drive” to automatically upload your invoices. Other document types can be manually uploaded from the app’s Orders grid.

  • Navigate to the “Settings” section in our app’s navigation bar. Next, click on the “Upload Settings” button.

  • Click on the “Google Drive” button and enter your Google account information.

Configuring Google Drive Settings in “Invoice Wizard.”

  • Within the “Invoice Uploading Options” section, you can customize the conditions that dictate when and under which specific conditions your invoices will be uploaded to Google Drive.

  • Once the setup is complete, you can manually upload invoices from the Order section. Choose the orders you wish to manually upload, click the Upload button, and select the “Invoice” section.

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