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Invoices in DeskDirector

 

 

 

  1. Any user who has Invoice permissions will be shown this module in DeskDirector.
  2. Only invoices in statuses that are allowed to be viewed are shown. This is configured under Client Security. 
  3. Users can see a summary of all the invoices. 
  4. Users can then choose to Flag this invoice which will create an activity for the account manager for that client. It will also send a reminder email to the account manger that a user has flagged that invoice.
  5. Users can open up the full invoice from DeskDirector.