Practice management
Approve invoice basis
You can choose between two ways of approving invoices: Per customer or Per task. With Per customer, you authorise the customer's entire invoice at once. Per task allows you to authorise each task separately.
Change the setting under Settings - Agency settings - Invoicing.
If you have selected the Per customer setting, you can also approve all invoices at the same time. In order to approve all invoices with the Per task setting, you need to have full permission for Invoicing.
Approve invoice basis per task
- Go to the Invoice basis tab where the invoice bases are located.
- Click on the current invoice basis to open the Invoice specification.
- Mark the Approve check box on the task you want to approve.
When all the tasks are approved the invoice basis is given Approved status. Do you want to approve all tasks at the same time? Click on the Approve all button at the top right. An approved invoice basis cannot be changed, but as long as it has not been transferred to a financial system, you can change the status back to Approved and make it editable again.
Approve invoice basis per customer
You can approve invoice basis per customer in two ways:
Option 1: Approve directly in the list:
- Go to the Invoice basis tab where the invoice bases are located.
The already approved invoices will show Approved status (in green), while the unapproved ones will be shown as Approve.
- Mark the checkbox next to Approve to approve the invoice.
Option 2: Approve inside the invoice
- Go to the Invoice basis tab.
- Click on the selected (approved) invoice in the list to open it.
- Mark the checkbox in the top right corner to approve.
Changed your mind? An approved invoice basis that has been transferred to the financial software cannot be changed. If it hasn’t been transferred to the financial software, you can change the status back to Approve to make it editable again.
Approve several or all invoice bases at the same time
- Go to the Invoice basis tab where the invoice bases are located.
- Click on the Approve all button at the top right.
Changed your mind? An approved invoice basis that has been transferred to the financial software cannot be changed. If it hasn’t been transferred to the financial software, you can change the status back to Approve to make it editable again.
Related topics
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Adjust invoice basis |
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Export invoice bases to your financial software |
