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Approve & verify invoices

Before an invoice is finalized and sent, it moves through a short review path: pending verification → pending approval → finalized. Verifying and approving are the two steps that move it forward.

Verify an invoice​

An invoice that is pending verification can be verified. Open the invoice; if you have the Verify invoices permission, a Verify button appears in the header. Click it to mark the invoice as checked. It then moves to pending approval.

Approve an invoice​

An invoice that is pending approval can be approved. Open the invoice; if you have the Approve invoices permission, an Approve button appears in the header. Approving finalizes the invoice.

Approve several at once​

You can approve in bulk from the overview:

  1. Tick the invoices you want to approve.
  2. Open the toolbar's overflow menu (the ⋮ button) and choose Approve.

Only invoices that are pending approval are acted on; any others in your selection are skipped, and a summary tells you how many were approved.

note

While an invoice is being processed the buttons are disabled for a few seconds. Wait for processing to finish and the status to settle, then continue.