October 28, 2024
4 min read
Some businesses require customer approval of invoices before processing payment. Tracking these approvals—usually received via email—is manual. There's no systematic way to know which invoices are customer-approved and which are pending.
We created an approval capture system that logs customer invoice approvals, whether received by email or other means, and updates invoice status to reflect approval. Collections and reporting can filter by approval status.
When customer approval is received, it's logged against the invoice with date and method. The invoice status updates to reflect approval. Reports and collection workflows can filter for approved vs. pending-approval invoices.
Clear tracking of customer invoice approvals
Approval status visible on invoices
Filtered collection activities based on approval status
Reduced disputes from premature collection
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