How to: Approve an invoice

To use the Invoice functionality, you need the Finance role. Your organisation administrator can assign this access.

You can access invoices from two places - through Projects or Invoices on the side menu.

To accept an invoice from the Project workspace:

1. Select the Projects menu
2. Select the project you want to approve an invoice for
3. Select the Invoice tab
4. Select the invoice you want to review
5. Click Accept invoice

To accept an invoice from Invoices workspace:

1. Select the Invoices menu
2. Select the invoice you want to review
3. Click Accept invoice
   
   
   

Note: Selecting Accept Invoice will change the status to Approved, and enable the status to be updated to Paid.