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ON THIS PAGE YOU WILL FIND: | ||||||
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INTERNAL APPROVAL
When you are ready to submit your invoice for approval, go to the invoice status and change it to “for approval”
This will lock the invoice for further editing. To make further changes to the invoice, the status must be changed back to “under preparation”
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Once the invoice has been through the approval process, the status of the invoice will change to “approved internally”
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FINALISE INVOICE
Once the invoice has been approved, it can then be finalised and sent to the client. At finalisation an invoice number is assigned and the invoice will be locked for any further editing (the approval status cannot be changed once finalised).
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See instructions for exporting the client facing invoice PDF file here: Step-by-Step Invoice > Customise and Print an Invoice |
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