Invoice Upon Task Completion for Marketing Opportunity
Overview:
In this article, we'll cover what selecting 'Invoice Upon Task Completion' within a Marketing Opportunity does. The feature is utilized for Marketing & Services items that have a variable cost to them that is unknown until the request has been fullfilled.
- For example, if an item has labor, variable shipping costs, or anything that would cause of variation from listed cost, you would use this feature.
- Instead of a request automatically generating an open invoice for agent to pay, the invoice instead goes to pending status until the task has been marked done where final cost is set.
- 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:
Video Example:
For a complete video walkthrough on Invoice Upon Task Completion, watch the video below.
