Guide: Approve For Purchase Invoice

Approve For Purchase Invoice

1. First, you create an approval process for Purchase invoice at Settings/ Approval If your process has multiple approvers, when you enable the "Only 1 person needs to approve the transaction" option, your transaction will only need approval from 1 person.

2. Go to Invoicesmenu under the Purchase module,create an invoice -> then go to purchase invoice detail and select Send approval request-->The approver will receive a notification requesting approval.

3. Log in with your approver account and select Approval.4. When approved, you can make a payment on this invoice

Notes:

- Forapprovedpurchase invoices: you can view details and delete

- Only create payments and apply debit note for purchase invoices with Approvedstatus

- When creating payment in purchase order details: purchase invoice is automatically created and automatically Approved (even if there is an approval setting for purchase invoice).