Assign invoices to other team members

Table of Contents

Changing team members while creating invoices
Assigning team members to existing invoices

The billing process in most large firms is handled by an admin staff, but they often need to allocate the invoicing itself to the team members responsible for the clients. Allow team members to create and assign invoices to one another—it makes for less friction and more streamlined teamwork.

Note

A firm owner or admin and team members with Manage invoices and Assign teammates access rights can assign invoices to any team member.

Changing team members while creating invoices

By default, the person who is creating an invoice is assigned to it. However, another team member can easily be assigned to an invoice. Here’s how:

1. Click the New button on the top left, select Invoice from the slide-out.

Enter the invoice details or pick a premade invoice from the Invoice templates drop-down.
Click Team member and select the team member.
Click Create to send the invoice. It will now be assigned to the selected team member.

To learn more about creating invoices, go here .

Assigning team members to existing invoices

The billing process in most large firms is handled by admin staff, but they often need to allocate the invoicing itself to the team members responsible for the clients. Here’s how to reassign an invoice to a different team member:

Go to Billing > Invoices from the left menu bar, click on the three dots to the far right of the unpaid invoice, then click Edit.
Change the person in the Team member field.
Click Save to save your changes. Unpaid invoice is assigned to new team members. For more about assignees, go here .