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 REQUEST:
- Specify the order details such as customer, due date, line-item details, quantity, etc. (QuickBooks Online requests normally have item details):
- If you want to email approved Sales Invoices automatically to the customer, activate the checkbox Email Approved Sales Invoices Automatically to the Customer:
- 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
.
- To save your changes as a draft, click on the
icon.
- If you want to delete or cancel your Sales Invoice, click on the
icon.
- When you simply close the Sales Invoice request form, it will automatically be saved as a draft.
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