Create an Item to be Available for Admin Invoicing | Scribe

    Create an Item to be Available for Admin Invoicing

    • Brokerage Engine |
    • 13 steps |
    • 40 seconds
      1
      Click "Marketing & Services"
      2
      Click "Add Opportunity"
      3
      Select a task Category
      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"
      5
      Select the ledger account you want this item to track too.
      6
      Create the name of this item
      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'
      8
      While description is a required field, you can put a 'space' in this field to satisfy requirement.
      9
      Click "Save"

      Verify Item is available under invoices

      10
      Click "Open Invoices"
      11
      Click "New Invoice"
      12
      Click "Invoice item" dropdown
      13
      Verify the new item is available