Pending Invoices
Overview:
In this article, we will cover how and why an invoice would be in pending status.
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. For your convenience, two resource types are available.
Quick Reference:
Link to Full Step-by-Step Guide
Video Example:
For a complete video walkthrough on open vs. pending invoices , watch the video below.
