Follow

Web Dashboard: Assign Invoices To a User/Employee

 

1. From your computer, log into the Web Dashboard.

Screen_Shot_2017-05-15_at_4.09.39_PM.png

 

 

2. Click on Invoices on the left navigation.

Screen_Shot_2018-05-23_at_2.20.42_PM.png

 

 

3. Check the invoices you want to assign to your sales reps.

Screen_Shot_2018-06-05_at_11.59.16_AM.png

 

 

4. Click Assign.

Screen_Shot_2018-06-05_at_12.00.08_PM.png

 

 

5. All of your current active user's display.
Select the one you want to assign these invoices to, then click Assign to Sales Rep. 

Screen_Shot_2018-06-05_at_12.02.08_PM.png

 

 

6. The invoices are now assigned.

Screen_Shot_2018-06-05_at_12.04.22_PM.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

2 Comments

  • 0
    Avatar
    Fireandsafetytech

    Is this for scheduling purposes or just for reports?

  • 0
    Avatar
    InvoiceASAP Tech Team

    It can be used for both purposes.
    We have customers who want the office manager to create all the invoices or estimates, then assign them to the guys in the field to handle.

    That is a perfect use case for assigning sales reps.
    We don't currently have a scheduling option, but this is coming soon.

    You may also have an employee who has left, and you want to assign any open invoices to a new employee.

     

     

Please sign in to leave a comment.
Powered by Zendesk