Sales invoice workflow (Beta)
How can I make QuickBooks Online Sales Invoice fields mandatory?
During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional. This is how you make certain fields mandatory: In the main menu, select your Organisation and open Approval Workflows under ...
How to automatically email Sales Invoices created in ApprovalMax to a customer (QuickBooks Online)
For QuickBooks Online Sales Invoices created in ApprovalMax, you can configure an email that will be sent to the customer once a Sales Invoice has been fully approved. This email is triggered if the checkbox "Automatically email approved Sales ...
Can a Sales Invoice created and approved in ApprovalMax get sent to the customer by email afterwards? (QuickBooks Online)
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 ...
Is it possible to change a Sales Invoice after its final approval? (QuickBooks Online)
As long as a Sales Invoice has not been fully approved, its Requester has the option to edit the request (this means the Sales Invoice will be resubmitted for approval), or to cancel it: As soon as a Sales Invoice has been fully approved, it can no ...
Attaching files to QuickBooks Online Sales Invoices
During the creation of QuickBooks Online Sales Invoices in ApprovalMax, you can attach files. However, some technical limitations do apply. Supported file extensions, size and number of files that can be attached are: File extensions: '.pdf', ...
How to set up a QuickBooks Online Sales Invoice approval workflow
This is how you set up a QuickBooks Online Sales Invoice workflow: In the main menu, find your Organisation and open the Approval Workflows page under Workflows And Settings: Click on the Sales Invoice approval workflow: The first step is Sales ...
How to set up a default Email to the Customer (QuickBooks Online)
ApprovalMax supports setting up a default Email to the Customer for Organisations connected to QuickBooks Online. This is how it works: In the main menu, select the Organisation for which you want to set up a default Email to the Customer and open ...
How can I specify instructions for QuickBooks Online Sales Invoice Requesters?
Organisation Administrators can provide a message that will be shown to Requesters during Sales Invoice creation. This is how instructions for Sales Invoice Requesters are set up: In the main menu, select your Organisation and open Approval Workflows ...
How can I restrict the Requesters of QuickBooks Online Sales Invoices?
ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating Sales Invoices. You can, for example, configure their access rights for Sales Invoice creation in a way that individual Requesters are ...
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: In the pop-up window, select the request type from the respective Organisation and click on CREATE A ...
How does the approval of QuickBooks Online Sales Invoices work?
In ApprovalMax, you can set up multi-step approval workflows for QuickBooks Online Sales Invoices. This is how it works: Sales Invoices are created directly in ApprovalMax. ApprovalMax then starts the predefined multi-step approval workflowd. The ...