Version 5.5.2 R1
Group Invoice to Super Agents
Are you tired of sending invoices one by one to your super agents? Well, you don't need to worry anymore! We have enhanced our Group Invoicing feature with which you can combine multiple invoices into one single invoice and send it to your super agents.
Follow the steps below to create a group invoice to a super agent.
Step 1 - Open the client’s application detail page.
Step 2 - Add the super-agent from the right section of the application detail page.
Now, follow the steps below to create an invoice for the super-agent.
Step 1- Click on Accounts and go to Group Invoice.
Step 2 - You can view the list of group invoices, where you can view details, send and edit them.
Step 3 - Now click on "Create Group Invoice", select Super Agent and the currency it deals with.
Step 4 - Select the invoices associated with the super agent and attach it to form the group invoice.
Step 5 - You can attach more or unlink invoices by clicking on the respective buttons.
Task report is the foundation for tracking your team’s deliveries and make sure nothing important is missed. You can monitor all the tasks assigned to the team members and act proactively on them to accomplish the tasks on time. This will make your task management much simpler and easier.
Follow the steps below to visit the Task Report page.
Step 1 - Go to Reports and click on "Tasks".
Step 2 - You can view the Tasks Report page and can export if needed.