Approve, reject or send back the invoices and credit notes that are waiting for your approval.
Before you start
You need the Super Admin, Admin or Accountant role, and the invoice or credit note must be waiting for your approval. You review requests in the Pemo web app.
Review a request
Select More in the left sidebar, select Receivables, then select the Pending approval tab. You can also open a request from its notification.
Select the invoice or credit note. Check the customer, amounts, dates and line items. The Accounting, Comments and Audit trail tabs show more detail.
Choose an action:
Approve: the request is approved. If another approver needs to approve it too, it goes to them next.
Reject: add a reason for rejecting, then confirm. A rejection can't be undone. The record stays in the All tab with the status Rejected.
Send back to draft (invoices only): add a reason, then select Send. The invoice goes back to Drafts so it can be changed and sent again.
What happens after approval
An approved invoice with today's issue date is issued straight away.
An approved invoice with a future issue date becomes Scheduled and is issued on that date. To issue it sooner, open it and select Issue today.
An approved credit note is issued straight away.
Issued invoices and credit notes are then available in the Receivables tab of Accounting export. See Overview of your Accounting Export page.
Good to know
A credit note can be exported only after its invoice has been exported.
An issued invoice can't be edited. To correct it, see How to raise a credit note.
To create an invoice, see How to create an invoice. For an overview, see Managing Receivables.