Even if they weren’t sent automatically during the approval process, approved request documents can still be emailed to Suppliers or customers.
Purchase Orders
If a Requester did not activate the checkbox Automatically Email Purchase Orders to the Supplier and their Purchase Order has now been authorised, they can still send this approved Purchase Order to the Supplier.
To do so, they can:
Download the Purchase Order as a PDF file from the request and email it to the Supplier:
For a quick overview, please see below:
Please note: This also applies to Purchase Orders created in Xero and pulled to ApprovalMax.
Sales Invoices
If a Requester did not activate the checkbox Automatically Email Sales Invoice to the Customer and their Sales Invoice has now been authorised, they can still send this approved Invoice to the customer.
To do so, download the Sales Invoice as a PDF file and email that to the customer:
Alternatively, for Xero-connected Organisations, Sales Invoices can also be emailed to the customer from Xero:
Open the approved Sales Invoice in Xero
Tick the Sent checkbox
Quotes
If a Requester did not activate the checkbox Automatically Email Quotes to the Customer and their Quote has now been authorised, they can still send this approved Quote to the customer.
To do so, download the Quote as a PDF file and email that to the customer:
Alternatively, Quotes can be sent to the customer by an authorised user from Xero:
Please note: The Quote workflow is currently only available for Xero-connected Organisations,