Flagging Invoices

Modified on Wed, Jun 19, 2019 at 11:52 AM

Invoice flagging is a feature that allows your team to easily track invoice issues. To flag an invoice, simply access the HISTORY tab and click on the FLAG INVOICE button (option under More also). 


An invoice could be flagged:


1. Internally (Plate IQ does not get notified). A manager could flag an invoice because the goods listed in the invoice were not delivered. This will allow you to mention any user within your team to check (simply use "@" followed by their name).


2. To Support. If you need assistance from Support on an Invoice, simply use "@support(Plate IQ)" followed by a quick note. This will create a ticket on our end with Invoice details. 



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