Prepare, approve, and distribute a client invoice in TrackTik Billing

domain: support.tracktik.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Go to the Billing tab and select Prepare Invoice
  2. Filter the invoice queue by Region, status (To Prepare/Drafts/Not Approved/Not Distributed), frequency, or flagged-for-review
  3. Click Prepare next to an invoice listed as Ready to Process
  4. Choose Create Invoice as Draft and Edit, Preview PDF, Create & Approve, or Create & Approve & Distribute
  5. Once Approved, use View All Invoices to approve/distribute remaining invoices in bulk

Known gotchas

Related routes

Distribute a single customer payment across multiple outstanding Syncro invoices via the Payments API.
api-docs.syncromsp.com · 5 steps · unrated

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