Specify how the invoice should be approved
Providing clear instructions on how an invoice should be approved will make it easier for the process to be carried out. Some of the essential factors to specify include,
- Specify the approving authority and secondary authority
- Set conditions for approval to be carried out
- Mention next steps for the invoice to proceed
While the forms mentioned here is a simple template, you can always choose to add more items as per requirement. Each organization’s requirement is different.
The automation of sales invoice makes it easier to push the invoice through multiple levels from accounts team to sales team leaders, managers and finally to approval.
Set specific conditions, terms to be met for approval
The invoice approval workflow automation is made easy when you specify conditions to be carried out and the terms to be met for an invoice to be approved.
You can choose to hide your invoice from specific people, teams and provide access only to stakeholders who are involved in the process.
Many private fields in the invoice can be set to read-only for additional security. For example, you can choose to keep the invoice amount static and not allow anyone in the group to modify it. The same rule applies to all types of confidential data.
Getting the Invoice Workflow Live
When you use automated invoice workflow, make sure to use proper invoice number, customer name and the date within which it should be approved. Automatic notifications will be sent to all concerned members to make sure the invoice approval carries out smoothly.
Check out Cflow to automate invoice approval workflow and save time.
Create happy customers and make efficient use of your finance team by making use of a workflow automation software. Try Cflow trail today.