How does the approval of QuickBooks Online Sales Invoices work?

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• 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 ...

• 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 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 ...

• 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 does the approval of Xero Sales Invoices work?

  ApprovalMax allows to set up multi-step approval workflows for Xero Sales Invoices. This is how it works: Sales Invoices are created and submitted for approval in Xero or created directly in Approvalmax. ApprovalMax pulls these Sales Invoices ...