Request Invoice Split
7 steps
|
20 seconds
1
Click "Invoices"
2
Click this action button on invoice wanting to be split
3
Click "Request Split"
4
Select agent you are requesting this invoice be split with
5
Enter how this invoice should be split
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Tip! The total % needs to add up to 100%
6
Enter notes regarding why you are requesting this invoice to be split
7
Click "Request"
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Alert! A Request has now been submitted to the admins queue to review and approve or reject the invoice split request