Sent a purchase invoice for approval

# Sent a purchase invoice for approval

After the purchase invoice is created, we can send it for approval. If you have not yet created a purchase invoice, see this page: Create a purchase invoice.

  1. Open the record with purchase invoice.
  2. Select a Prepare Purchase Invoice stage and press the Next Stage button.
    Prepare purchase invoice stage

You will be moved to the next stage Pending For Approval and the purchase invoice record will be read-only to prevent its editing.

Pending for approval stage

In the timeline you can see a note that the approval process has started:
Note in Timeline

It is now up to the approvers to approve the purchase invoice.