How to Edit an Invoice Workflow

This guide explains how to add or remove approvers and review stages in the invoice workflow process.

Table of Contents

1. How to Add an Approver to an Invoice
2. How to Remove an Approver from an Invoice
3. How to Add a Review Stage to an Invoice
4. How to Remove a Review Stage from an Invoice
5. Important Notes and Warnings
6. Screenshots

How to Add an Approver to an Invoice

1. Click the pencil icon next to the Workflow.
2. Select “Add Reviewer.”
3. Choose the reviewer from the list.
4. Confirm your selection by clicking the tick icon (✔️).

How to Remove an Approver from an Invoice

1. Click the pencil icon next to the Workflow.
2. Select the approver you want to remove.
3. Click the trash icon (🗑️) next to their name.

How to Add a Review Stage to an Invoice

1. Click the pencil icon next to the Workflow.
2. Select “Add Stage.”
3. Choose the approver for the new stage.
4. Confirm your selection by clicking the tick icon (✔️).

How to Remove a Review Stage from an Invoice

1. Click the pencil icon next to the Workflow.
2. Select the stage you want to remove.
3. Click the trash icon (🗑️) next to the stage number.

Important Notes and Warnings:

• Approval stages dictate the sequence in which an invoice is approved.
• Important: If you need to remove the final stage of an invoice and the previous stage has already been approved, do one of the following to prevent the invoice from getting stuck without a final approval action:
  • Add a new final stage to replace the one you just removed.
  • Reset the previous stage to pending, allowing the approver(s) to re-approve the stage.

Keywords

• Edit Invoice Workflow
• Add Approver
• Remove Approver
• Add Review Stage
• Remove Review Stage
• Final Stage Removal
• Workflow Approval Sequence

Screenshots:

• Pencil Icon

• Add Reviewer.

• Delete Icon

• Add Stage Button