In the 'Invoices' Page under 'Approvals' tab you can see the Invoices ready to send for approval, pending for approval and rejected
Note : This will apply to Participants who have their 'Approval Required' set to True/enabled.
( to know more there's a separate article on How to navigate the Participant's 'About' Tab )
Unsent
This is where you can see the list of Invoices ready to be sent for Approval to the Participant.
Send Invoice(s) - An email will be sent to the Participant (if Participant approves)/Approver for review and approval or rejection of the invoice.
Approve Invoice(s) - This option approves Invoices immediately without sending them to the Participant for review. Approved invoices will be automatically moved to the "Ready" tab.
Pending
This area houses all Invoices currently in a pending state, awaiting approval from the Participants.
You also have the ability to :
a. Approve Invoice(s) - You have the option to approve Invoices even when they are in pending status if needed.
b. Reset Invoice(s) - You can resend the Invoice(s) to the Participant. To do this:
Click "Reset Invoice(s)." This action will move the selected Invoice(s) back to "UNSENT" .
Navigate to the "Unsent" tab and select the Invoice(s) again.
Click "Send Invoice(s)."
Rejected and Approved
This includes all invoices that were either approved or rejected by the approver.
