Similar to agreement amendments, the Auto Approve Invoices feature allows you to automate invoice approvals. By setting a predefined notice period that your client agrees to within the proposal, invoices can be automatically approved—saving time for both you and your client and keeping your cash flows on track.
How to Set Up Auto Approval for Invoices
Click 'Create proposal'
Under the Agreement Settings, select 'Automatically approve out-of-scope charges after a defined period'
Set it as a default for all proposals under the Proposal default settings;
Select the ‘Automatically approve out-of-scope charges after a defined period’ checkbox
Choose the desired notice period from the dropdown menu that appears
When you send the proposal to your client, a new clause will be added stating the time it takes for an invoice to be approved.
The Client Experience
When an invoice that requires approval is issued, your client will receive an email with a link to the invoice which includes a relevant note and the expected auto-approval date: 'The invoice will be automatically approved on [date], unless it is approved earlier or if auto-approval is disabled.'
On the invoice itself, an ‘Approve’ or ‘Disable Auto-Approval’ button will show up.
Frequently Asked Questions
Can I adjust the notice period for auto-approved invoices?
Can I adjust the notice period for auto-approved invoices?
Yes, you can modify the notice period by amending the agreement. Note that reducing the notice period requires client approval.
What happens if a client disabled auto-approval after an invoice is issued?
What happens if a client disabled auto-approval after an invoice is issued?
The invoice will then require manual approval for the payment to be processed.
How can I track invoices that have been auto-approved?
How can I track invoices that have been auto-approved?
Invoices that have been auto-approved as well as invoices whose auto-approval was disabled, are tracked in the activity log.