Ana Marquez
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Activity overview
Latest activity by Ana Marquez-
Ana Marquez created an article,
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Ana Marquez created an article,
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Ana Marquez created an article,
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Ana Marquez created an article,
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Ana Marquez created an article,
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Ana Marquez created an article,
Finalize Invoices Manually or Automatically
OverviewFinalizing an invoice confirms that it has been paid and reviewed by your accounting team. A finalized invoice is automatically locked to prevent additional billing changes.Invoices can be ...
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Ana Marquez created an article,
Accounting: Send, Schedule, and View an Invoice
OverviewInvoices can be sent from the Project Page at any point, including while the invoice is in Draft. You no longer need to wait until every job in the project is complete.When sending an invoi...
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Ana Marquez created an article,
Accounting: Issue an Invoice
OverviewIssuing an invoice confirms that it is ready to be treated as an official accounting record. It moves the invoice from Ready to Issued and records who issued it and when.Issuing an invoice ...
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Ana Marquez created an article,
Invoice Statuses: Ready and Issued Workflow
OverviewInvoice statuses help your team track an invoice from preparation through accounting review.In this version of the invoice experience, invoices move through:Draft → Ready → Issued → Paid → ...
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Ana Marquez created an article,
UTM Tracking in Supermove
OverviewUTM tracking helps your company understand which marketing sources, campaigns, and advertisements generate leads and revenue.When a customer submits information through a supported lead for...