Some firms prefer for designers to focus on design and not deal with creating and sending out invoices, but they do want designers involved in letting the bookkeeper when it is time to invoice the client.
This section is intended only for those firms who want the designer to "flag items to invoice" so the bookkeeper can then send out the invoice.
Flagging items to invoice follows the same rules as selecting any action in DesignSmart. If you haven't read the section How Actions Work, please do so now.
Once you have selected or filtered down to the items that are ready to invoice, select the Action Flag to Invoice.
Items that have been flagged to invoice will have a flag symbol in the invoice column as shown below.
Important: To un-flag items, simply select the Action "Flag to Invoice" again. It acts as a toggle switch.