2. Beneficiaries

In the second step, you can select the persons to whom you want to send the invoices: the beneficiaries. You can select folders and groups from the Organization tree. Click on the plus sign in front of a folder to unfold it.

Select the folder or group to which you want to send the invoices. The system will generate an invoice for each relation in this folder or group. This means that persons in this folder or group who do not have a relation profile in the Financial Application won’t receive an invoice.

Read more about relations here. Learn here how to synchronize Organization objects with the Financial Application.

Click on ‘save’. You will proceed to step 3: Invoice.