1. TEAM HELP
  2. VIKING SALES CYCLE

5. Invoicing

5.2 WorkGuru

5.1.1 Create a draft Quick Invoice on WorkGuru - Projects > Dashboard > [click on relevant project] > Quick Invoice

5.1.2 Operations manager to confirm invoice during handover meeting (check percentages invoiced etc)

5.1.3 Email to customer and CC Team

  • Regional Manager
  • Accounts Receivable
  • Sales Rep