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.

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