How to: Invoice Handoff to Esker

Introduction

This guide outlines the proper steps for processing new orders at Abbott Medical, ensuring order accuracy, correct Esker system entry, and smooth department handoffs.

Step-by-Step Instructions

1. Verify order details for accuracy and completeness.
2. Forward invoice requests with the Escalate to Esker Macro as per agent instructions.
3. Confirm receipt and clarify issues with the receiving team.

Tips and Best Practices

• Double-check customer and product details to prevent delays.

• Use templates and macros to standardize entries and communication.