How to send a request for Billing

How to Request for a Client Billing?

This feature is developed primarily for the Client Services Team once they feel that the time is right for the Billing Team to generate the Bill.

On the Client Docs page:

1. Click on the dots to the right of the Approved Estimate

2. Then click on Request for Billing

3. Thereafter, the pop up box you can customize the message, select the name of the person/s you wish to send it to and hit the send button.