Follow

ID60 - Call w/Status OKB (Ok to invoice) > W hours Overview & Sample:

Alert of calls with the status of OK to Invoice for longer than W hours.

Jump to a specific section by clicking a link

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

Click to Subscribe

 

Overview

Overview

Getting your invoices out the door (as well as having them correct) should be a priority in your business.

In an effort to invoice all calls labeled as OK to Invoice, this alert notifies the appropriate person(s) that a call has been sitting in the OK to Invoice status for longer than W number of hours. If you are using the eAgent Auto Invoice Service Call task, this can help you monitor when calls that could not be auto-invoiced are not manually invoiced in the acceptable time frame.

 

Run Schedule:  Every 30 minutes

Type of Output: Email

 

*  *  *

Sample

Sample

ID60_OKB.jpg

 

*  *  *

Variables

Variables

60_variables.png

Variable W: # of Hours - The number of hours the call has been in the OK to Invoice status to trigger the alert.

 

*  *  *

Alert Functionality

Alert Functionality

1. The alert checks calls that are in the status of Ok to Invoice and calculates how long the call has been in that status since the closed date. When the hours in the Ok to Invoice status exceed the number set in Variable W, the call will show on the alert.

60_close date.png

2. The call will continue to report on this alert until it has been invoiced.

*  *  *

 

Best Practices & Tips

Best Practices & Tips

See the documentation here on how to use e-agent to auto-invoice service calls.

*  *  *

Related Alerts

Related Alerts

None at this time.

 

*  *  * 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk