A default invoice profile is automatically created using the company name provided during the sign-up process for a Navisteps account. Users who are not assigned to any invoice profile will only have access to the default invoice profile. When there are multiple invoice profiles, you may also choose to designate another invoice profile as the default invoice profile that unassigned users would have access to.
Designate an invoice profile as the default invoice profile
- Sign in to your Navisteps admin account
- Go to Company Settings -> Invoice Profiles
- Click on the (⚙️) icon on the invoice profile that you would like to set as the default profile
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