> ## Documentation Index
> Fetch the complete documentation index at: https://docsy3.mile.app/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

> [!NOTE]
>
> The Setup Wizard checks for two platform permissions: **View flows** and **View tasks**. Make sure your role has these before starting.

## Starting the Setup Wizard

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

![Setup Wizard welcome screen](https://mintcdn.com/mile-app/Jxh3hvdoSQI4O3RP/images/add-on/invoice-generator/wizard-welcome.png?fit=max\&auto=format\&n=Jxh3hvdoSQI4O3RP\&q=85\&s=e7a847eb94e7ccbffa970d27d4d34909)

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

## 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.

## Step 2: Verify Permissions

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

![Permissions step](https://mintcdn.com/mile-app/Jxh3hvdoSQI4O3RP/images/add-on/invoice-generator/wizard-permissions.png?fit=max\&auto=format\&n=Jxh3hvdoSQI4O3RP\&q=85\&s=93cf83758c9cf262a13b9942154e4fa5)

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

| Category | Permission |
| - | - |
| **Flow** | View flows |
| **Task** | View tasks |

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.

## Step 3: Review and Activate

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

![Review step](https://mintcdn.com/mile-app/Jxh3hvdoSQI4O3RP/images/add-on/invoice-generator/wizard-review.png?fit=max\&auto=format\&n=Jxh3hvdoSQI4O3RP\&q=85\&s=7503588a966e5a56474119a8943ad76b)

*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.

## Page-Level Permissions

After setup, the wizard creates two custom permissions for your organization:

| Permission | Controls access to |
| - | - |
| **View Builder** | The template designer page |
| **View Task List** | The task list and printing page |

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.

![No access page](https://mintcdn.com/mile-app/Jxh3hvdoSQI4O3RP/images/add-on/invoice-generator/no-access.png?fit=max\&auto=format\&n=Jxh3hvdoSQI4O3RP\&q=85\&s=605cef6905bc39d9ce8149fa7f7ca249)

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

## 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.


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