Momentum SP

Global Invoicing Dashboard

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Invoice Status Summary

Invoice Status → Workspace → Board → Property
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To Be Invoiced - Records with an invoice status of "Ready to be invoiced"

Workspace → Board → Property
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Review Invoice Status - Records ready to be marked "Need to raise invoice"

Exchanged or Completed properties with no Invoice Status set · Workspace → Board → Property
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Generate Invoices — Review & Approve

Generating invoices…

Update Invoice Status — Review & Confirm

Updating statuses…

Configure Invoice Status Column

Select which column contains the Invoice Status across your boards.

Refreshing dashboard data…

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