Invoice Upon Task Completion for Marketing Opportunity

Overview:

In this article, we will cover what selecting 'Invoice Upon Task Completion' within a Marketing Opportunity does. This feature is utilized for Marketing & Services items that have a variable cost to them that is unknown until the request has been fulfilled.

• For example, if an item has labor, variable shipping costs, or anything that would cause a variation from the listed cost, you would use this feature.
• Instead of a request automatically generating an open invoice for an agent to pay, the invoice will go into pending status until the task has been marked done (this is where the final cost is entered).
• Once the task has been completed with final price adjustments, the invoice will automatically go from pending to open with the new final cost.

Please find the available resources below.

Quick Reference:

Link to Full Step-by-Step Guide

Video Example:

For a complete video walkthrough on Invoice Upon Task Completion for Marketing Opportunity, watch the video below.