Invoice Upon Task Completion for Marketing Opportunity
8 steps
28 seconds
Selecting Invoice Upon Task Completion
1
Navigate to your Brokerage Engine site
2
Click the "Invoices" tab.
3
Click "Marketing & Services"
4
Find the Marketing Opportunity you'd like to add this configuration to. Click on the "Action" button.
5
Click "Invoice Upon Task Completion"
6
Click "Save"
Update Invoice Upon Task Completion
7
Work through your Tasks workflow, as usual. You will now have the option to update/verify the invoice upon task completion.
8
Click "Submit"
