Configuring Invoicing App

1. Open the Application and sign up.

2. Click on workspace  Check if a workspace on which you configuring invoice exists. If not, contact admin of that workspace to send you admin role invite.

3. Go to the Users section and click on New to invite a service account user.

   
   

   • Use an email like: service.account@yourWorkspaceName.com

   • Set the role to ADMIN.

4. Sign out, then sign up again using the newly created service account user.

5. Go to the Users section and view that service account user by clicking the View button.

   
   

6. Click on the Generate PAT option.

   
   

   • Enter the password for the service account user.
     

   • Set validity to 1000 days.

   • Click Submit to generate the token.

   • Copy the generated PAT token — it will be required later.

7. Also, note down the Workspace ID shown on the user’s detail page.

Configuration

1. Name: Any name (for your reference).

2. Enter the following details:

   • Workspace ID: Paste the one you noted earlier.

   • Access Token: Paste the PAT token you copied earlier.

3. Click Save to apply the configuration.