Approving invoices

Approval gives a second pair of eyes before an invoice reaches a client. You need the Approve invoices permission.

Submit for approval#

On a draft invoice, click Submit for approval (or Save & submit for approval in the editor). The invoice shows Waiting for someone who can approve invoices, and everyone who can approve it is notified. Your dashboard's Needs attention card counts Invoices to approve.

Approve or send back#

Open the invoice and choose:

• Approve: it becomes Approved, ready to send.
• Send back: it returns to draft. Say what needs changing; the reason shows on the invoice (Sent back by the approver) until it's submitted again.

An approved invoice can also go Back to draft if something needs changing before it's sent.