Approve invoice basis

The agency can choose to approve invoice basis Per customer or Per task. Per customer means that the entire invoice basis shall be approved at the same time, while Per task means that each task shall be approved separately. You set this under Settings - Agency settings - Invoicing. If you have chosen to approve the invoice basis per customer, you have also the possibility to approve all invoice basis simultaneously.

  1. Go to the Invoice basis tab where the invoice bases are located.
  2. Click on the current invoice basis to open the Invoice specification.
  3. Mark the Not approved check box on the task you want to approve.

When all the tasks are approved the invoice basis is given Approved status. An approved invoice basis that has been transferred to the financial software cannot be changed, but as long it hasn’t been transferred to the financial software, you can change the status back to Not approved to make it editable again.

You can approve invoice basis per customer in two ways:

  1. Go to the Invoice basis tab where the invoice bases are located.

The already approved invoices will show Approved status (in green), while the unapproved ones will be shown as Not approved.

  1. Mark the checkbox next to the Not approved status in order to approve the invoice.

or

  1. Go to the Invoice basis tab where the invoice bases are located.
  2. Open the invoice basis you want to approve, by clicking on it in the list.
  3. Mark the top right checkbox to approve the invoice.

An approved invoice basis that has been transferred to the financial software cannot be changed. If it hasn’t been transferred to the financial software, you can change the status back to Not approved to make it editable again.

This option applies only if the agency decided to approve the invoice basis per customer.

  1. Go to the Invoice basis tab where the invoice bases are located.
  2. Click on the Approve all button at the top right.

An approved invoice basis that has been transferred to the financial software cannot be changed. If it hasn’t been transferred to the financial software, you can change the status back to Not approved to make it editable again.

Related topics

Adjust invoice basis