Overview

A new invoice creation capability is now available, allowing assignors to create invoices for assignments that no longer appear in the postgame workflow area. This feature ensures that no assignment goes unbilled, even when matches have aged out of the standard workflow view.

New Feature Details

Direct Invoice Creation from Assignment Records

Create invoices directly from individual assignment records, eliminating the limitation of only being able to invoice through the postgame workflow area.

What's Available:

• Create Invoice button within individual assignment records

• Access to assignments for any match, regardless of workflow visibility

• Invoice creation for completed utilization records

• Standard invoice functionality including line items, descriptions, and payment options

• Ability to release invoices to Payor Portal or mark as paid through other methods

Key Benefits:

• Ensure all assignments are invoiced, regardless of when the match occurred

• Provide flexibility for handling delayed or missed invoice situations

• Maintain complete invoice records for all assignments

How It Works

Access any assignment record through the Matches area, complete utilization if needed, then use the Create Invoice button to generate an invoice in NEW status.

Requirements

• Match wrap-up and Crew Utilization must be completed before an invoice can be created

Tutorial Available

Complete guidance on creating invoices for assignments outside the postgame workflow is now available in the Knowledge Base.

Access the Tutorial: Create Invoice for Assignment Not Visible in Postgame Workflow

Support

For questions about creating invoices outside the postgame workflow:

• Review the comprehensive tutorial in the Knowledge Base

• Contact support at support@refinsight.com

Happy invoicing!
The Ref Insight Team