System Settings
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      2. System Settings

      Allow Sales Reps to Invoice

      You can now choose whether or not you would like to allow your sales reps to invoice contracts they have sold. 

       

      Enabling the Allow Sales Rep to Invoice Setting

      To access the setting, complete the following steps:

      1. Click Settings > All Settings using the left-hand navigation menu.
        Screen Shot 2021-08-13 at 11.22.45 AM

      2. Click the All Settings link to view your account's general settings.


      3. Scroll to the Accounting section where you will find the Allow Sales Reps to Invoice setting.

      Toggle on this setting if you would like your sales reps to be able to invoice contracts they have sold.

      Toggle off this setting to restrict your sales reps' ability to invoice contracts.