...
Whether your company has an invoice approval process in place or not, the steps below will either approve the invoice or trigger the approval process. The invoice is ready to send to the client once finalised when the invoice number is added and the file locks for further edits. Finalising an invoice adds an invoice number and closes the invoice for any further editing, Once approved, the invoice must then be finalised before sending to the client.
Refer to Variables > Invoicing to see how your system settings may impact who can approve and finalise invoices.
...
| Info |
|---|
See instructions for exporting the client facing invoice PDF file here: Step-by-Step > Customise and Print an Invoice |
...
Related articles
| Filter by label (Content by label) | ||||||
|---|---|---|---|---|---|---|
|