Setting Up Invoice Generator

Before your team can start using Invoice Generator, an administrator must complete the Setup Wizard. This is a one-time process that verifies your permissions and activates the add-on.

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Starting the Setup Wizard

When you open Invoice Generator for the first time, the Setup Wizard appears automatically.

The Setup Wizard opens automatically on first access, showing 3 steps: Welcome, Permissions, and Review.

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Step 1: Welcome

The welcome screen explains the main features of Invoice Generator:

• Drag-and-drop template designer with live preview
• Text, Image, Barcode, QR Code, Table, and shape elements
• Pull task data from flows and insert dynamic variables
• Export and import templates as JSON, print or export as PDF

It also describes what will be configured:

• Verify your account permissions
• Review and activate the add-on
• Create page-level access permissions (Builder, Task List)

Click Continue to proceed.

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Step 2: Verify Permissions

The wizard checks that your account has the required platform permissions.

The Permissions step shows a checklist. All items must be granted before you can continue.

If any permission is missing, contact your administrator to update your role in the Permission page. Click Recheck after permissions are updated. Click Continue to proceed.

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Step 3: Review and Activate

The Review step shows a summary of all configurations. Verify everything looks correct.

The Review step confirms all permissions are granted and the add-on is ready to activate.

Click Activate Addon to finish setup. The Builder page loads immediately.

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Page-Level Permissions

After setup, the wizard creates two custom permissions for your organization: These permissions are automatically granted to the user who completes the wizard. To give other users access, go to Settings > Permission and enable these permissions under the add-on’s section.

Users without the required permission see the standard MileApp access denied page.

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Deleting Configuration

To reset the add-on and start over:

1. Click the gear icon (⚙) in the Builder toolbar.
2. Select Delete Configuration.
3. Confirm the action in the popup dialog.

This resets the add-on configuration but does not delete your saved templates or the custom permissions. Templates remain in the library and can be reused after re-running the wizard.