Create an Item to be Available for Admin Invoicing | Scribe

    Create an Item to be Available for Admin Invoicing

    • Brokerage Engine |
    • 0 step |
    • 40 seconds
      Click "Marketing & Services"
      Click "Add Opportunity"
      Select a task Category
      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.
      Click "Sales - Other"
      Select the ledger account you want this item to track too.
      Create the name of this item
      Tip! The name field is what will show in the dropdown for available items to create invoice for.
      Click the box for 'Restricted for Admin Invoicing'
      While description is a required field, you can put a 'space' in this field to satisfy requirement.
      Click "Save"

      Verify Item is available under invoices

      Click "Open Invoices"
      Click "New Invoice"
      Click "Invoice item" dropdown
      Verify the new item is available
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