Approving a Payment

Depending on how your company has set up payments, certain payment methods might require approvals before they can be accepted.

The initial payment status is set to pending. A user with approval capabilities will then need to change the status to approved.

Note: Approving a payment is not the same as authorizing a payment. Authorization performs a credit check through a back-office application.

To approve a payment

1. Navigate to the quote or order for which payment needs to be approved.

2. Click the Payment view tab.

3. In the Payment Lines list, select the purchase order payment to approve.

4. In the Payment Detail form, which appears after the Payment Lines list, enter your name in the Approved By field and enter today’s date in the Approval Date field.