The Automatic Approval of Out-of-Scope Charges feature allows additional charges beyond the original agreement to be approved automatically after a set notice period. This helps streamline workflows while giving clients time to review upcoming charges before they take effect.
How to Set Up Automatic approval of out-of-scope charges
Click 'Create proposal'
Under the Agreement Settings, select 'Automatically approve out-of-scope charges after a defined period'
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.
How to Set Up Automatic approval as a default for new proposals
Go to 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
The Client Experience
Whenever an invoice requiring approval for payment processing is issued, your client will receive an email with a link to the invoice. The email will inform them that payment approval is needed and that, according to the agreement terms, the invoice will be automatically approved after the set period unless they disable auto-approval within Anchor.
Upon logging into Anchor, clients can choose to either ‘Approve’ the invoice or ‘Disable Auto-Approval’ from the invoice page.
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.