Invoices in DeskDirector work straight out of the box for ConnectWise users. For Autotask users, please looks into our ConnectBooster and WisePay integrations.
- Any user who has Invoice permissions will be shown this module in DeskDirector.
- Only invoices in statuses that are allowed to be viewed are shown. This is configured under Client Security.
- Users can see a summary of all the invoices.
- 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.
- Users can open up the full invoice from DeskDirector by clicking on the name of the invoice.