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(Voting Open) Partially Billed Schedules to Remain in "Waiting to be Invoiced"

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  • 12/30/2014
  • 1009 Views
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  • Last Activity: 2 years ago

Company Response

Jed DeGroote
Jed DeGroote 2 years ago

Thanks for sharing this idea Karla!

For now, you might be able to use the "Other Needs" field on the schedule to note that it needs to billed monthly.

Then you can setup a Saved Action to automatically email you once a month, all the schedules that have that note in the Other Needs field.

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Partially Billed Schedules to Remain in "Waiting to be Invoiced"

Karla Larsen
Karla Larsen 2 years ago

Company Response

Jed DeGroote
Jed DeGroote 2 years ago

Thanks for sharing this idea Karla!

For now, you might be able to use the "Other Needs" field on the schedule to note that it needs to billed monthly.

Then you can setup a Saved Action to automatically email you once a month, all the schedules that have that note in the Other Needs field.

Comments