How to Approve an Invoice

You can approve an invoice on the Invoices-view of the following Cards, where the functionality is identical:

1. Main Card
2. Case Card
3. Client Card
4. Payer Card

In this article, we will approve an invoice on the Main Card.

Head over to the Main Card, Invoices-view, under the Drafts section.

You can search for the invoices you want by scrolling through the list of invoices or filtering them.

To learn more about filtering invoices, click here.

There are two ways to approve an invoice and they are as follows:

1. Approving a single invoice
2. Approving multiple invoices

1. Approving a single invoice

Click the Approve button and you are done.

2. Approving multiple invoices

Select a single or multiple invoices.

Or select here to select all invoices.

Click the Approve button and you are done.

For more information about Approval Workflow, click here.

Note:

1. Ensure that you are a Case Manager, a Client Manager, a User with 'Invoice Approval Responsible'-role, or a User with 'Accounting'-rights set up to be able to access Invoices-view.