How can I change the owner of an invoice?

Modified on Wed, 22 Feb 2023 at 11:24 AM

If you would like to assign work to another user, you can change the owner of an invoice so that it will sit in their In-progress tab for them to work on.
To Change the Owner of an Invoice
In the details view of an invoice, click the Owner field and select the user you would like to change ownership to. The invoice will automatically save and bring you to the next invoice you have In-Progress.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article