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Invoice Upon Task Completion for Marketing Opportunity
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Navigate to Brokerage Engine
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Click "Invoices"
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Click "Marketing & Services"
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Find the Marketing Opportunity you'd like to add this configuration to. Click Action.
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Click Invoice Upon Task Completion
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Click "Save"
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Work through your Tasks workflow, as usual. You will now have the option to update/verify the invoice upon task completion. See screenshot below for an example.
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Click "Submit"
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