If an invoice is still awaiting approval, you can resend it to the same approver or email recipients (If the recipient emails/approvers remains the same as the original approval request)
1. Go to the Approvals > Pending tab and select the invoice you want to resend.
2. Click Resend Approval.
If an invoice is still in Approvals > Pending and you need to update who receives the approval request (e.g., a new team member was added or an email was changed), you can reset the approval.
This will remove the current approval request and move the invoice back to the Unsent tab so you can send it again.
1. Go to the Approvals > Pending tab and Select the invoice you want to reset.
2. Click the three dots (⋯) at the top right.
3. Click Reset Approval.
This action will move the invoice to your Unsent tab where you can again initiate sending the invoice for approval
Use this option when:
A new approver has been added
Approval permissions have changed
The recipient email who will approve the invoices was updated
If an invoice has already been approved and is sitting in the Ready tab, you can resend it for approval. This is useful if updates are needed or if you want the approver to review the invoice again.
1. Go to the Ready tab in the Invoices page and select the invoice you want to resend.
2. Click the three dots (⋯) at the top right.
3. Click Resend Approval.
Once resent, the invoice will move back to the Approvals > Pending tab and be sent to the approver.
