Using Invoice Approval

 

Video: A Basic Overview for Invoice Approval

Video: Making Edits to Your Invoices

Step by Step Walk Through with Pictures

Adjusting your Settings


Video: A basic overview


Video: Making Edits to you Invoices on the Invoice Approval Screen


 

Walk Through

1. Go to Orders in the Navigation Menu

2. Click on Invoice Approval

Click on Invoice Approval

3. Click on any invoice to review, edit or approve it. You can also select multiple invoices to approve them in bulk using the checkboxes on the left.

Click on any invoice

4. You can edit the Invoice Number

You can edit the Invoice Number

5. You can edit the Customer #

You can edit the Customer #

6. You can edit the Invoice Date

You can edit the Invoice Date

7. If you want to edit any products, click the hyperlinked blue product name

If you want to edit any products, click the hyperlinked blue product name
  • From here you can edit a product's category
From here you can edit a product's category
  • You can edit the count by unit-of-measure
You can edit the count by unit of measure
  • Make a product tax exempt
Make a product tax exempt
  • Make a product inventoried, non-inventoried or add a product to a specific count sheet
Make a product inventories, non-inventoried or add a product a specific count sheet

 

8. Finally, you can adjust the Payment Account to indicate how the invoice was paid

You can adjust the Payment Account

9. When you are finished, Click on Approve!

When you are finished, Click on Approve!

 


To adjust your settings, click on Invoice Approval Setup

To adjust your settings, click on  Invoice Approval Setup

 

You have the choice to enable this for ALL invoices, or can select "Some" to set up rules.

You have the choice to enable this for ALL invoices, or can select "Some" to set up rules.

 

For example, you can limit it to just certain categories or vendors.

For example, you can limit it to just certain categories or vendors.

 

When finished, be sure to save it!

When finished, be sure to save it!

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