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Set up sending invoice approval link by email to multiple contacts
Set up sending invoice approval link by email to multiple contacts
Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago

You can set up sending invoice approval links to multiple contacts by email and then track which contact approved the invoice.

  • On the Company tab, click Email Templates, and then click Edit next to the appropriate invoice email template or click Add to create a new invoice email template.

  • In the Email Template dialog box, select the Send Separately check box, enter the appropriate text in the Body box, set the cursor in the place where you want the approval link to be shown, and then click the [InvoiceApproveURL] tag in the Tags box, and click OK.

Tip If you want the invoice approval link to be sent for invoices of a particular type, assign this email template to this invoice type, otherwise, you can make this email template default.

When an invoice is sent by email to multiple contacts (either separated by comma or entered into CC or BCC fields), each contact receives an email with a unique approval link.

When the first contact clicks the link and approves the invoice…

...all other contacts will click their link and see that invoice has already been approved, as well as when the invoice was approved and by whom.

Note Now purchase order can be entered before or after approving the invoice by entering the appropriate value in the PO# box, and clicking Update.

Tip You can also see who approved the invoice and when on the Audit Log page.

  • On the Invoices page, in the Actions column, point to the Select button next to the appropriate invoice, and then click Audit Log.

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