Team (Advanced): Assign invoices to other team members
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.
Covered here:
- Changing team members while creating invoices
- Assigning team members to existing invoices
- Who can do this?
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 by the firm owner, admin or a team member with Manage invoices and Assign teammates access. Here’s how:
1. Click the New button on the top left, select Invoice from the slide-out.
2. Enter the invoice details or pick a premade invoice from the Invoice templates drop-down.
3. Click Team member and select the team member.
4. 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:
1. 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.
Heads-up: The person assigned to a paid invoice cannot be changed. For the scoop on invoice statuses, check out this page.
Who can do this?
A firm owner or admin can assign invoices to any team member. If you’d like other team members to be able to do it too, give them the necessary access rights:
1. Go to Settings >Team & Plans from the left menu bar, open the Team members tab, then click on the team member’s name in the list.
2. Click the pencil icon in the Edit Access Rights section and toggle on Manage invoices and Assign teammates.
3. Click Save. Once you’ve completed these steps, the team member will be able to create and assign invoices. To learn more about access rights, go here.
