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Team (Advanced): Assign Invoices to Other Team Members

Team (Advanced): Assign Invoices to Other Team Members
5 Min

The billing process in most large firms is handled by an admin staff, but they often need to allocate the invoicing itself to the team members responsible for the clients. Allow team members to create and assign invoices to one another—it makes for less friction and more streamlined teamwork.

 

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Document

Team (Advanced): Assign Invoices to Other Team Members

The billing process in most large firms is handled by an admin staff, but they often need to allocate the invoicing itself to the team members responsible for the clients. Allow team members to create and assign invoices to one another—it makes for less friction and more streamlined teamwork.