Invoice Approval
When an invoice is created, it is automatically sent to organization emails defined in Platform Settings. However, the email is not sent out to customers until the invoice is manually approved (unless platform settings are set to allow automatic approval). To approve an invoice, head to the Services Page via links available on the Left Navigation Bar and then click on the Invoices Tab.
Once on the Invoices Tab, right click on an unapproved invoice's row (indicated by a yellow warning icon against the customer name) and click on the Approve Invoice option on the action menu. Confirm the resulting prompt to approve the invoice.
Until an invoice is not approved, email options for customers will remain disabled and invoice payment will remain disabled.
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