Embedded Files
Our finance team needs to be notified in order for payment/s to be made to a supplier. We do this via a Hubspot task - see instructions below.
PROCESS
1.Open Hubspot deal (the one with the booking number in the name)
2. Attach supplier invoice/s to the deal in right hand side panel AND to Perseus booking in files tab
3. Create new task and assign to 'Finance - invoices' queue
4. Use #TM Supplier Payment snippet and fill out details (delete/add suppliers as required)
5. Set task due date as same day (finance team will adjust as necessary)
6. Associate with contact, enquiry deal and related tickets.
NOTE: If there is just one invoice across multiple bookings, be sure to associate all bookings with the task and also indicate the booking numbers on the task body.
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