Invoice Upon Task Completion for Marketing Opportunity

    • 0 step |
    • 28 seconds
      Navigate to Brokerage Engine
      Click "Invoices"
      Click "Marketing & Services"
      Find the Marketing Opportunity you'd like to add this configuration to. Click Action.
      Click Invoice Upon Task Completion
      Click "Save"
      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.
      Click "Submit"
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