Approval

You can enable the Invoice approval process so that all Invoices must be approved before sending out to the customer.

Enable Invoice Approval Process

1. On the left menu, choose Setting > System Setting > General Setting > Approval Process. Choose Invoice.

2. Select the option Turn on the approval process for Invoice.

3. Choose Save & Stay floating button.

To Send a Invoice For Approval

1. On the left menu, choose Sales > Invoice. Edit any of your Invoice by click on the blue Edit button from a Invoice.

2. In the Invoice detail form, choose Approval tab.

3. Choose Submit button.

4. An email will be sent to the Approver to take action.

5. When the Approver login to Xin 365, the approval task will be listed on his Todo List on his Dashboard.