Skip to main content

Approve Sales Invoices

This tutorial explains how to review and approve sales invoices.

Video Tutorial

1. Receive Email Request

The REP will receive an email requesting review and approval of a sales invoice.

so-si.png

2. Open the Job

The system will open the job details. Under Invoices, you will see all invoices that require review.

so-si (1).png

3. Access the Sales Invoice

Click the view-arrow-icon.png arrow icon next to the invoice to open it for detailed review.

so-si (2).png

4. Review Invoice Details

Carefully review all invoice information, including:

  • Billing details
  • PO number
  • Total amount
  • Any additional detail

so-si (3).png

5. Click Approve

If everything is correct, click the "Approve" button to confirm.

Note: The system will prevent approval if:

  • The PO number is missing
  • The installation task has not been completed

so-si (4).png

6. Invoice Status Update

After approval, the invoice status will automatically update to Approved.

so-si (5).png

7. Return to the Job

If there are multiple invoices for the same job, click the underlined Job link to return.

so-si (6).png

8. Repeat the Approval Process

Open the next invoice that requires approval and repeat the steps above until all invoices are approved.

so-si (7).png


You have successfully approved the sales invoices.

Back to top