Save for Later
This guide was created with Scribe in
40 seconds.
Sign in and create your own!
Create an Item to be Available for Admin Invoicing
Brokerage Engine
|
0 step
|
40 seconds
1
 of 1
Verify Item is available under invoices
1
Click "Marketing & Services"
Zoom Saved
2
Click "Add Opportunity"
Zoom Saved
3
Select a task Category
Zoom Saved
information ordinal icon
Tip! Recommended to use the Sales-Other to easily identify all your invoicable items. This category is not seen anywhere in the system by other users.
4
Click "Sales - Other"
Zoom Saved
5
Select the ledger account you want this item to track too.
Zoom Saved
6
Create the name of this item
Zoom Saved
information ordinal icon
Tip! The name field is what will show in the dropdown for available items to create invoice for.
7
Click the box for 'Restricted for Admin Invoicing'
Zoom Saved
8
While description is a required field, you can put a 'space' in this field to satisfy requirement.
Zoom Saved
9
Click "Save"
Zoom Saved
Verify Item is available under invoices
10
Click "Open Invoices"
Zoom Saved
11
Click "New Invoice"
Zoom Saved
12
Click "Invoice item" dropdown
Zoom Saved
13
Verify the new item is available
Zoom Saved
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe