Internal - How to request Finance to send a copy invoice to a customer.

Modified on: Tue, 18 Jun, 2019 at 10:27 AM

1. Find the company in Pivotal, click on New Activity and select Phone Call (Inbound).

2. Fill in the details marked in red:

Subject: Copy Invoice

Assigned To: Holding NBS Finance

Contact: Customer that requested the invoice

Notes: Please send a copy invoice to: Customer's Name/Email Address

Click Save.

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