Approve invoice basis

The agency can choose to approve invoice basis Per customer or Per task. Per customer means that the entire invoice basis shall be approved at the same time, while Per task means that each task shall be approved separately. You set this under Settings - Agency settings - Invoicing. If you have chosen to approve the invoice basis per customer, you have also the possibility to approve all invoice basis simultaneously. When you're working with approval Per task you can only approve all invoice documents if you have full permission for Invoicing.

Changing permissions for invoicing is done by the Administrator in Practice management under Settings - Employees.
  1. Go to the Invoice basis tab where the invoice bases are located.
  2. Click on the current invoice basis to open the Invoice specification.
  3. 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. You can also approve all tasks on the invoice by marking the Approve checkbox in the invoice specification header. An approved invoice basis that has been transferred to the financial software cannot be changed, but as long it hasn’t been transferred to the financial software, you can change the status back to Approved to make it editable again.

You can also approve invoices directly in the list of invoice documents, without opening the invoice document. Please note that this does not apply if you are only have permission to approve invoices for which you are the task owner.

You can approve invoice basis per customer in two ways:

  1. 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.

  1. Mark the checkbox next to Approve to approve the invoice.

or

  1. Go to the Invoice basis tab where the invoice bases are located.
  2. Open the invoice basis you want to approve, by clicking on it in the list.
  3. Mark the top right checkbox to approve the invoice.

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.

Please note that if you are working with approval Per task, only users with full permission to Invoicing will be able to approve multiple invoice documents at the same time.
  1. Go to the Invoice basis tab where the invoice bases are located.
  2. Click on the Approve all button at the top right.

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.

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