Team Invoice
Summary
This guide explains how to manage and review team invoices, including creating, tracking, and approving invoices within the platform.
In this article
- Before you begin
- Step 1: Access the Team Invoice section
- Step 2: Create a team invoice
- Step 3: Review and approve team invoices
- Frequently Asked Questions (FAQ)
Before you begin
- Ensure you have the necessary permissions to manage or approve team invoices.
- Familiarise yourself with your team's invoicing policies and requirements.
Step 1. Access the Team Invoice section
- Navigate to the "Invoices" section from your main dashboard.
- Select "Team Invoices" from the available options to view the list of invoices submitted by your team.
Step 2. Create a team invoice
- Click on the "Add Team Invoice" button.
- Enter the necessary details, such as the invoice name, amount, due date, and client.
- Add any relevant items or services associated with the invoice.
- Include any applicable tax rates and descriptions for clarity.
- Upload any supporting documents or receipts if necessary.
- Click "Submit" to create the invoice.
Step 3. Review and approve team invoices
- Navigate to the list of submitted team invoices.
- Review each invoice to ensure it meets the company's invoicing guidelines.
- Click on the 3 dots (options menu) next to an invoice to approve or reject it.
- If needed, provide feedback or a reason for rejection.
- Once approved, the invoice will be processed and ready for further action (e.g., payment).
Frequently Asked Questions (FAQ)
1.Can I submit multiple invoices at once?
Currently, you can submit one invoice at a time. To submit additional invoices, repeat the process for each one.
2. What happens after I approve a team invoice?
Once approved, the invoice will be processed, and the payment or next steps will proceed according to the company's policy.
3.Can I track the status of a team invoice?
Yes, you can view the status of each invoice, such as Pending, Approved, or Rejected, from the Team Invoices section.
4.Can I edit a team invoice after submission?
If the invoice is still pending approval, you can edit it. Once approved, changes may require additional review or approval.