Invoice Approval Workflow
The Invoice Approval Workflow manages the validation and approval routing of an invoice before it is issued to a customer. It executes predefined criteria to determine whether an invoice requires approval. Only incorrect or questionable invoices are required for review by a supervisor or billing manager.
The following validations are executed by the Invoice Approval Workflow:
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Identification of a customer’s first invoice
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Customers with a credit hold on the account
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Validation of payment terms on the invoice against the customer record
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Validation of tax amount on the invoice
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Identification of flagged customers
For more information about the validations, see Invoice Approval Workflow Exception Criteria.
You have the option of customizing the workflow and select only the criteria that suits your business needs. As an additional process in invoice processing, learn about the impact of workflow-based approval on other transactions in the topic, Transactional Impact for Workflow Based Invoice Approvals.
Availability
The Invoice Approval Workflow is included in the NetSuite Approvals Workflow SuiteApp that must be installed in your account. For the steps, see Installing the NetSuite Approvals Workflow SuiteApp.