Invoice Status Flow Setting ( Internal Approval )

Invoice Status Flow Setting

While the Internal Invoice Approval setting is enabled, Invoices that you create will have the status Internal Invoice Approval and require manual approval before they are able to be processed. 

You can provide this manual approval to such invoices by performing the Internal Invoice Approval action while they are selected (please see Invoice Entry System Overview for more information).

See the instructions below about the settings page.

1. In Settings, scroll down to Plan Management and click on Invoice Status Flow.



3. Enable the 'Internal Invoice Approval' option .




4. Either the 'Approved By Client' or the 'Requires Client Approval' option must be enabled. Upon an invoice being internally approved the invoice will progress to:
  1. 'Extract Generated' if 'Approved By Client' is enabled.
  2. 'Pending Client Approval' if 'Requires Client Approval' is enabled and the client is configured to approve invoices.

5. Click 'Save' to apply the new settings.


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