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EzzyBills User Guide

Create a custom table

Step 1: set up a workflow, containing the workflow task “Customize invoice[260]” 

Step 2: click Settings, then Advanced Options. Copy the phrase ( “TABLE FROM CUSTOM VALUES”) and paste into the setting for CustomizeInvoiceRule . Click Save Settings.

Step 3: add a learning rule to extract custom values (generally done by EzzyBills support team).

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