Submit an invoice for approval

Submit a draft invoice when invoice approval is enabled for your company. Open Menu > Receivables > Invoicing, and then select the Invoices tab.

Before you begin

Configure invoice approval from Menu > Administration > QuickStart settings > Approvals, and create or save an invoice in draft status.

To submit an invoice for approval

1. Open Menu > Receivables > Invoicing, and then select the Invoices tab.
2. Open the draft invoice.
3. Select Submit.

The invoice moves to Pending approval until an approver approves or rejects it. You can withdraw a pending or rejected approval when Withdraw approval is available. An invoice cannot be submitted again after it has already been submitted unless its workflow returns it to an eligible draft state.