Invoice Upon Task Completion for Marketing Opportunity | Scribe

    Invoice Upon Task Completion for Marketing Opportunity

    • 8 steps |
    • 28 seconds
      1
      Navigate to Brokerage Engine
      2
      Click "Invoices"
      3
      Click "Marketing & Services"
      4
      Find the Marketing Opportunity you'd like to add this configuration to. Click Action.
      5
      Click Invoice Upon Task Completion
      6
      Click "Save"
      7
      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.
      8
      Click "Submit"