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:
- Select emails on the left-hand side of the page
- Click on Invoice
- Click on the Use Existing Contact button to select the contact you will be sending the invoice to.
- Select the Term the client will be on
- Click on Add Item to set the items the client will be responsible for paying
- Click on the pencil icon to select the appropriate item
- Add as many or as few items as your client is responsible for
- Once ready, select the Send For Approval
- Select the manager you would like to ask for approval, then send.