How can I create QuickBooks Online Sales Invoices in ApprovalMax?

To create a Sales Invoice (or any other request) in ApprovalMax, click on the +NEW REQUEST button in the top right-hand corner near your avatar: ​

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In the pop-up window, select the request type from the respective Organisation and click on CREATE A REQUEST:​

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Specify the order details such as customer, due date, Line-Item details, quantity, etc. (QuickBooks Online requests normally have item details):

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If you want to email approved Sales Invoices automatically to the customer, activate the checkbox for "Email approved Sales Invoices automatically to the customer":

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You can add attachments to that email by clicking on Add an attachment under Attachments To Customer:​

To attach a document to your Sales Invoice, click on Add an attachment under FILES:​

When you're done and want to proceed with the Sales Invoice approval, click on the

button.

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To save your changes as a draft, click on theicon.
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If you want to delete or cancel your Sales Invoice, click on theicon.
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When you simply close the Sales Invoice request form, it will automatically be saved as a draft.
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