Once invoices have been submitted for approval (Pending) anyone with permissions to the Invoice tab can approve or deny them.
NOTE: To approve or deny invoices, you must have Modify permissions to Case > Invoicing Tab.
To approve or deny an invoice:
On the Invoices tab within the Value Tab of a Case, click the kebab menu and select the View/Edit option or double-click an invoice to access the detail view.
Follow each section to Approve or Deny an invoice.
Approve Invoice
To approve an invoice, click the Approve button on the top right. Click the Approve button to confirm your intention.
A confirmation banner will display and the invoice will automatically be placed into a "DUE" status.
NOTE: Approved invoices cannot be modified.
The new status of this invoice will also display in the Invoices tab list view.
When the Due Date has passed, invoices with a "DUE" status will be changed to "OVERDUE".
Refer to Paid Invoices for details on marking an invoice as "PAID".
Deny Invoice
To deny an invoice, click the Deny button on the top right. Click the Approve button to confirm your intention.
When Deny is clicked, you will be prompted to type a reason for denial. The denial reason is required. Click the Deny button when complete. The invoice will be moved back to the "DRAFT" status where changes can be made. The new status will be reflected on the Invoices tab.
The denial reason will display below the Invoice heading.
