Introduction to Invoice Tasks
Tasks create a form of workflow in the Qargo application. Configuring tasks offers the benefit of including automation into a workflow, adding efficiency and reducing any potential errors or latency in the process. Default tasks are created for all new accounts, but the ability to modify these gives flexibility to create a unique process that suits individual business needs.
Navigate to CONFIGURATION > Tasks. There are 3 options to configure tasks for the Invoices Module, including:
Invoices (Revenue)
Purchase Invoices (Costs)
Credit Notes
Invoice Tasks (default)
Purchase Invoices Tasks (default)
Credit Note Tasks (default):
Create a new Invoice task
If the default tasks do not fully support the internal workflow, tasks can be added or deleted from the workflow.
Tasks can be added as a new part of the process by using the 'ADD' option.
This will create a new task that will form part of the workflow.
Alternatively, each task has a menu (3 dots) that has the option to 'Add a new task after', selecting this option will automatically add the task as flow directly from the task.
To remove a task, select the menu on the specific task and Delete.
Deleting Tasks will remove the Task permanently from the workflow.
It is possible to create customer specific preferences for invoices in the Customer profile tasks.
Steps
Select appropriate Task Type
Assign user role that will be responsible for performing task
Select where in the workflow the task should be scheduled
Schedule how the task should complete (Auto / Manual / Skip)
Click the link below👇 to learn more about Tasks in Qargo.