Manually Triggering an Invoice
This guide outlines how to trigger an invoice manually.
Invoices are automatically sent for training after the course has been resulted, unless the account has an automation block on it. Restocking will always automatically send when restocking is finalised. All other opportunities must be triggered.
1. Open the opportunity
If you need to search for the opportunity follow this guide: Completing a Search
2. Access the Details tab
In the Opportunity screen, click on the Details tab, confirm all the details and pricing of the opportunity is correct.
3. Mark as true and save
Locate the 'OK to be Invoiced' checkbox set it to True (tick it) and Save.
4. Confirm MYOBA order number has come through
Typically the Order number will populate within 60 seconds, if it takes more than 5 minutes, raise a helpdesk ticket to investigate.
