How it works
With approval on, a quote or invoice a team member saves waits for an owner before it can be sent. Owners are notified, and anything waiting shows under Needs your action on My Day. An owner opens it and approves or rejects it. When an owner sends one, that approves it too.
Turn it on
- 1.For quotes: Settings, then Invoicing & Numbering, then Quotes, and switch on Require approval before sending quotes.
- 2.For invoices: Settings, then Invoicing & Numbering, then Invoices, and switch on Require approval before sending invoices.
- 3.To check only the bigger ones, enter an amount. Only a total over it, GST included, waits for approval. Leave it blank to approve every one.
Read next
Payment terms
Set when invoices fall due: a default for the business, terms by client type, and terms for a single client.
More in Quoting & invoicing
Quoting with the Quote Calculator
Build itemised quotes from your own price library, send them, and convert accepted quotes straight into jobs and invoices.
Invoices and getting paid
Create invoices from accepted quotes, track what you are owed, and record payments with automatic receipts.
How jobs, quotes and invoices are numbered
Choose linked numbers, where a job, its quotes and its invoices share one number, or separate numbers that each count on their own.
Variations: pricing a change and getting it approved
Price a change to a quote your customer has accepted, have them approve and sign it before the work, and the job’s contract keeps up.
Estimating: costs, markup and margin behind your quotes
Cost every line of a quote, price it with a markup, see your margin before it goes out, and turn the accepted quote into the job’s budget.
Progress claims: claiming a job in stages, with retention
Set up a job’s claims by stage or by percent complete, make each claim as an ordinary invoice with its claim table, and hold and release retention.
Purchase orders: ordering from suppliers and matching their bills
Order materials for a job, approve big orders, record deliveries as they arrive and check each supplier bill against what was ordered and received.
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