Sending an invoice for approval

Once you’ve setup the invoice, you’ll be able to send out each email for manager approval before an invoice is sent. In order to do so follow these steps:

1. Select emails on the left-hand side of the page
2. Click on Invoice
3. Click on the Use Existing Contact button to select the contact you will be sending the invoice to.
4. Select the Term the client will be on
5. Click on Add Item to set the items the client will be responsible for paying
6. Click on the pencil icon to select the appropriate item
7. Add as many or as few items as your client is responsible for
8. Once ready, select the Send For Approval

9. Select the manager you would like to ask for approval, then send.