Requesting and giving approval on an incoming invoice

Where to find it

Open an incoming invoice → Approval card

✅ Common tasks

Request approval on an invoice

1. Open the invoice and click Request approval (or the + icon)

2. Search for a teammate by name or email

3. Pick a suggested, last-used, or team member result

4. Or enter a new email and click Invite & request approval

5. Review the approver list and statuses after sending

Inviting a new email address automatically adds that person as an approver.

Approve or reject a request

1. Open the invoice from the Approval card prompt or your to-do list

2. Review the invoice details before deciding

3. Click Approve, or click Reject to open the rejection dialog

4. Add a message explaining your decision if needed

5. Confirm to submit — the status tag updates on the invoice

You can't approve an invoice you uploaded yourself — only Reject is available in that case.

Mark an invoice approved without an approver

1. Click Mark as approved on the Approval card

2. Use this only when no one else needs to approve it

3. Check that the invoice moves to payment or completed accordingly

This skips the approval flow entirely — no approver decision gets recorded.

🔗 See also

• Approval rules

• Approval teams

• Approval magic links

• To-do list

• Invoice comments and mentions