Use Existing Invoices instead of Generating a new one when Accepting Proposals
We’ve streamlined the process of generating proposal invoices by introducing the ability to use existing invoices instead of creating new ones from scratch.
Previously, generating a proposal invoice often meant duplicating work, even in cases where a suitable invoice already existed. This not only speeds up the workflow but also helps maintain consistency across documents.
Locate Popup when Accepting Proposals:
Create a New Proposal or pull up an Existing Proposal that is still in Open Status
Select a Proposal Option
Accept the Proposal
Get a pop-up which let's you select from Existing Invoices or generate a new one
Screenshots
Select Existing Invoice - Command Center
Select Existing Invoice - Apps
Notes:
Selection of Existing Invoice only applies to ESM Proposals accepted within the Command Center and the App. Proposals accepted by Customers online will not have this option.
If your ESM Setting does not allow generating of invoices when a proposal is accepted then this functionality will not trigger.
This update covers both the Command Center, and the Apps.
Comments
0 comments
Please sign in to leave a comment.