CloudLink Ideas Portal

Better organize invoicing detail for invoicing team to speed up process

Currently, admin/invoicing team must search/hunt for all associated costs with the deal in the different areas of the deal details sheet.. We suggest organizing this information in a more intuitive way to speed up and improve the accuracy of the invoicing process. This would also help with the creation of estimated costs. Organizing these items better would aid this process.

  • Mike Love
  • Aug 3 2018
  • Already exists
  • Attach files
  • Mike Love commented
    November 01, 2021 20:10

    Please send screen shots where this information exists in an organized fashion. Intuitive to invoicing the deal. Thanks.



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