The article outlines the steps to approve an invoice for both 'automatic' approval and 2 stage approval.
FOLLOW STEPS BELOW:
For 'Automatic' approval
1. Create the Invoice
2. Review ALL details as no changes will be possible after approval
3. Click 'Approve'
*Permission is required to create & Approve invoices. Contact Sync support if your require assistance
'Automatic' approval allows for creation & Approval of the invoice in a single step. No changes can be made to the invoice once created/confirmed.
For 2 stage Invoicing
1. The invoice will first need to be created
2. From Sync Home navigate to Product Stock -> Invoices (Pending)
3. Or click Search-> Invoices
3. Search for and double click to open the invoice
4. Review that all details are correct as no changes will be possible after approval
5. Click Approve & confirm
*Separate permissions are required to create & approve invoices. Contact Sync support if your require assistance
2 Stage invoicing requires the invoice to first be created. Then as a second step the invoice can be Approved/completed. Changes to the invoice can be made before being Approved/ Completed.
NB. For a quick tutorial watch below
