Team (Advanced): Assign Invoices to Other Team Members

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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

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 in the left sidebar, 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 Invoices, click on the three dots to the far right of the unpaid invoice, then click Edit.

2. Change the person in the Team member field.
2. Click Save to save your changes. Unpaid invoice is assigned to new team members. For more about assignees, go here

attention

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, open Team & Plans, click on the three dots to the far right of the team member’s name, then click Edit.

2. 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

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