Pending Invoices

Overview:

In this article, we'll cover how and why an invoice would be in pending status. For your convenience, three resource types are available: 

• Quick Reference
• Video Example

Description:

Invoices going into pending status are directly tied to the Marketing Management module.  Within a Marketing opportunity the user has the option to check a box called 'Invoice Upon Task Completion'.  This selection means that while there is to be a cost to agent, the exact invoice amount has not been determined based on certain variables such as hours worked, shipping, etc.  It allows the admin to adjust billing amount directly through completing a Marketing Task.

Quick Reference:

Step-by-Step for completing task to convert pending invoice to open invoice

Video Example:

For a complete video overview on open vs. pending invoices, watch the video below.