InvoiceApprove - Revision history

Scarpenter: /* Approve Invoices */

2018-05-14T03:23:44Z

‎Approve Invoices

Dcowan: added Xero notes

2017-10-10T01:17:12Z

added Xero notes

Kberkidge at 04:50, 6 July 2012

2012-07-06T04:50:25Z

Kberkidge at 04:45, 6 July 2012

2012-07-06T04:45:42Z

Kberkidge at 04:44, 6 July 2012

2012-07-06T04:44:31Z

Kberkidge: Created page with '==Approve Invoices== Invoices can be approved individually or bulk approved to approve many invoices at once. Once approved, the invoice approval cannot be undone. The cardlines…'

2012-07-06T04:43:30Z

Created page with '==Approve Invoices== Invoices can be approved individually or bulk approved to approve many invoices at once. Once approved, the invoice approval cannot be undone. The cardlines…'

New page

==Approve Invoices==

Invoices can be approved individually or bulk approved to approve many invoices at once. Once approved, the invoice approval cannot be undone. The cardlines on the invoice are committed to the account ledgers for accounting purposes as defined on each cardline. The invoice will then be automatically sent to the customer (depending on the ''Invoice Method'' settings).

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'''Note:''' Once an invoice is approved, it is committed to the account ledger and cannot be undone.
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===Approve – Do Not Send===

The system also allows you to approve customer invoices but not send them to customers irrespective of the customers’ ''Invoice Method''. Approve and do not send is available when approving invoices individually or in bulk. The system processes the invoices in the same way, but simply does not send them. This may be helpful if the invoice amount is very small, or if the customer has notified that they will be away for a period of time etc.

===To Approve an Invoice===

# On the ''Invoice Management'' page, review and confirm you are satisfied with the invoice details, cardlines and charges (see Invoice Cardline Management on page 35).
# Review the ''Due Date'' and ''Issue Date'' in the ''Set Invoice Dates'' section.
# Tick the ''Reset Issue Date to Today and Due Date as per terms when approved'' check box, if required. The system will then automatically update the invoice Due Date and Issue dates.
#:Alternatively:
# Enter an updated ''Due Date''. A calendar tool will appear to allow you to select the required invoice due date. This date will appear on the Invoice as the ''Payment Due Date''.
# Enter an updated ''Issue Date''. A calendar tool will appear to allow you to select the required invoice issue date. This date will appear on the Invoice as the ''Date of Issue''.
# Click the '''Save Dates''' button to save the updated dates. A message will display at the top of the screen informing that the issue and due dates have been updated for the invoice.
# Click the '''Approve '''button. A message will display prompting you to confirm you wish to approve this invoices.
# Click the '''Yes''' button to confirm the invoice approval. The ''Invoice List'' page will re-display, showing a message at the top of the screen stating that the Invoice has been approved and logged under a journal entry.
# Click the '''No''' button to cancel the invoice approval.
# Alternatively, click the '''Approve Do Not Send '''button. The ''Invoice List'' page will re-display, showing two messages at the top of the screen; one stating that the Invoice has been approved and logged under a journal entry; and the other stating that the invoice will not be sent.

===See also ===
* [[InvoiceCardlineManagement|Invoice Cardline Management]]
* [[InvoiceBulkApprove|Bulk Approve Invoices]]
* [[InvoiceReject|Reject Invoices]]
* [[InvoiceBulkReject|Bulk Reject Invoices]]

@@ Line 1: / Line 1: @@
 ==Approve Invoices==
-Invoices can be approved individually or bulk approved to approve many invoices at once. Once approved, the invoice approval cannot be undone. The cardlines on the invoice are committed to the account ledgers for accounting purposes as defined on each cardline. The invoice will then be automatically sent to the customer (depending on the [[InvoiceDeliveryApproval|''Invoice Method'']] settings).
+Invoices can be approved individually or [[InvoiceBulkApprove|bulk approved]] to approve many invoices at once. Once approved, the invoice approval cannot be undone. The cardlines on the invoice are committed to the account ledgers for accounting purposes as defined on each cardline. The invoice will then be automatically sent to the customer (depending on the [[InvoiceDeliveryApproval|''Invoice Method'']] settings).
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@@ Line 25: / Line 25: @@
 # Click the '''No''' button to cancel the invoice approval.
 # Alternatively, click the '''Approve Do Not Send '''button. The ''Invoice List'' page will re-display, showing two messages at the top of the screen; one stating that the Invoice has been approved and logged under a journal entry; and the other stating that the invoice will not be sent.
 ===See also ===

← Older revision		Revision as of 01:17, 10 October 2017
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	# Click the '''No''' button to cancel the invoice approval.		# Click the '''No''' button to cancel the invoice approval.
	# Alternatively, click the '''Approve Do Not Send '''button. The ''Invoice List'' page will re-display, showing two messages at the top of the screen; one stating that the Invoice has been approved and logged under a journal entry; and the other stating that the invoice will not be sent.		# Alternatively, click the '''Approve Do Not Send '''button. The ''Invoice List'' page will re-display, showing two messages at the top of the screen; one stating that the Invoice has been approved and logged under a journal entry; and the other stating that the invoice will not be sent.
		+
		+	----
		+	'''Note:''' If you are subscribed to our [[Integrations/Xero\|Xero Integration]] module, it is at this point that we will be able to push all invoice cardlines to the linked ''reserved'' invoice within your Xero instance. This process is [[Integrations/Xero#Xero_Pollers\|polled]] and may not happen for up to 15 minutes. You can push this along manually via [[Integrations/Xero#Xero_Bulk_Actions\|Xero Bulk Actions]] should you wish to bring this forward.
		+	----

@@ Line 14: / Line 14: @@
 ===To Approve an Invoice===
-# On the ''Invoice Management'' page, review and confirm you are satisfied with the invoice details, cardlines and charges (see Invoice Cardline Management on page 35).
+# On the ''Invoice Management'' page, review and confirm you are satisfied with the invoice details, cardlines and charges (see [[InvoiceCardlineManagement|Invoice Cardline Management]]).
 # Review the ''Due Date'' and ''Issue Date'' in the ''Set Invoice Dates'' section.
 # Tick the ''Reset Issue Date to Today and Due Date as per terms when approved'' check box, if required. The system will then automatically update the invoice Due Date and Issue dates.