How to approve the invoices-Invoice approval settings ?

Step 1. Log in to the application with valid credentials.

Step 2. Click on the Apps & Integration module.

Step 3. If the app is not already activated, click on the Activate button.

Step 4. If the app is already activated, click on the Edit Settings button.

Step 5. A confirmation pop-up will appear. Click OK to proceed.

Step 6. The Invoice Approval Settings pop-up will be displayed

1. Admin Invoices Require Approval

If this option is checked, invoices created by the admin will also require approval before being sent.

2. Send Invoice Approval to Me for Every Invoice

The admin can choose to receive approval requests for all invoices created so far.

3. Do not allow staff members to update approved invoices.

The admin can restrict staff members from making updates to invoices that have already been approved.

4. Receive Alerts if Staff Updates Approved Invoices

If a staff member makes any changes to the status of an approved invoice, the admin will receive an alert notification.

5. Send Invoice Approval to My Staff Members

The admin can also allow invoice approval requests to be sent to their staff members or invoices can also be set to its selected staff member for approval.

Approval History:

Updated on: 27/08/2025