Whether you need to create an invoice for a commission pay out or other miscellaneous expenses, the Invoices functionality in Deal Pipeline will do the job.
Creating an Invoice
To create a new invoice, click the New button from within the related list.
Note that the value in Deal Commission (Gross) will auto-populate when an invoice is created.
Assign a status to the invoice.
Add additional line items to the invoice (e.g. photography fee to a landlord client). To add more items, click "Create a line item with an existing receipt" or "Upload New Receipt".
The Item Description field is a free text field which will auto-save. You can remove an item by clicking the red "x" at the end of the line item.
Now it's time to submit the invoice for approval!
Once you've created your invoice, you are ready to submit it for approval.
- Make sure the invoice is in Draft status, then click Done.
-The next page will display an option to Submit for Approval - click the button to submit.
-Add optional comments for the approver.
- Select the approver, then click Submit.
-The approver will receive an email notification with options that will link them to the Invoice Approval Page and the View Invoice page. The approver may select either option.
-The approver will review the invoice and click Approve.
Sending an Invoice
Once you have completed making changes, you will select "Send" to send to the contact in the "To" field or done. The contact will receive an email with the invoice details.
The email will look like the image below
At any time you can view various details about the invoice.
Related is a quick view of any related files, invoice line items, and the approval history.
Details is a deeper dive into details such as Payment terms, Grand total, and Issue Date.
Preview is a look at the invoice in a format the recipient will receive.
Please reach out to Product Support (email@example.com) if you have any questions.