In most cases, invoice payments are processed automatically as long as all charges align with the terms outlined in the client’s agreement. However, there are specific situations where client approval is required before payment is processed.
Below are the cases in which a client must manually approve an invoice payment:
The agreement requires client approval for each payment
If the agreement is set to require approval from the client before any payment is processed, each invoice will need to be reviewed and approved before before payments can be processed.Payment terms have been changed but have not yet been approved
if the number of days until payment is due has been reduced compared to the original agreement - the client must approve the updated terms before payments can be processed automaticallyThe invoice includes a service that follows one or more of these cases:
A unit-based service (e.g. per hour, per project) without a preapproved cap.
A unit-based service exceeding the preapproved cap.
A service is being billed for a period in which it was not included in the agreement.
A service rate has increased, but the agreement amendment has not yet been approved by the client
It's possible to add a clause to your agreement for automatically approving out-of-scope charges after a defined period. Learn how to set this up here