This article applies to forwarders RecoveryConnect's Smarting Invoicing allows clients to quickly and easily take action on submitted invoices and review fee requests.
Reviewing Fee Requests
The fee request feature allows you to view all fee requests submitted by your service providers. Using the Actions, you can approve, ask a question using pending, put the fee on hold, decline or counter.
Step 1: Click on the Fee Request bubble in the navigation.
Step 2: In the Unapproved tab, review your Fee Requests to take action
- Approve
- Pend
- Hold
- Decline
For each action, you have the ability to submit a note with your change. Your Service Provider will receive the status and notes.
