Reviewing Invoices

Learn how to efficiently review and process invoices in your dashboard.

Opening an invoice

Click on any invoice row to open the detail drawer. This shows:

• All submitted information
• Invoice document preview
• Status history timeline
• Available actions

Approving invoices

To approve an invoice:

1. Click the approve button (checkmark icon) or open the detail view
2. Optionally add a note
3. Confirm the approval

The vendor receives an email notification that their invoice was approved.

Rejecting invoices

To reject an invoice:

1. Click the reject button (X icon) or open the detail view
2. Required: Enter a reason for rejection
3. Optionally check “Generate resubmission link” to allow the vendor to resubmit
4. Confirm the rejection

The vendor receives an email with your rejection reason and resubmission link (if enabled).

Requesting information

When you need clarification:

1. Open the invoice detail view
2. Click “Request Info”
3. Required: Enter your question or message
4. Optionally enable resubmission
5. Send the request

The vendor receives your question via email and can respond or resubmit.

Status history

Every action is logged in the invoice’s timeline:

• Who took the action
• When it happened
• Any notes or reasons provided

This creates a complete audit trail for each invoice.