An invoice is blocked until the customer's details are completed
Who is involved
| Role | What they do |
|---|---|
| Accountant | Tries to issue a tax invoice and sees what is missing. |
| Account executive | Knows the customer and completes the missing details. |
Step by step
- Accountant
Tries to issue a tax invoice to a Saudi business.
What they see:A message that the customer needs to be completed.
- Accountant
Opens the customer through the Fix link, or asks the account executive to.
What they see:The party form open on the missing field, such as building number.
- Account executive
Fills the National Address and the VAT number.
What they see:Saved, with a note if any ID looks doubtful.
- Accountant
Returns to the invoice and issues it.
What they see:The invoice is accepted with the buyer's details printed.
Who is told what
No notification is sent; the accountant passes the request on and sees the fix on the invoice.
Related
- Contacts & Partners
- Accounting & E-Invoicing
- Two records for one company are reviewed and merged
- A customer entered by sales is invoiced by accounting
- A retired supplier disappears from everyone's pickers
- Clean up customers and vendors by conversation
- Clients, subcontractors and banks are parties
- Team workflows