You can approve the unapproved invoices for billing and can generate PDF file for the same. Only the admin of your organization or the user who has permission can approve the invoice.
How Do I Get There?
Log in to your “CloudBlue” Account using your credentials.
You will be redirected to your Dashboard
How Do I Approve the Invoice?
- As you are logged in, navigate and click on Billing > Invoices.
- Now you will see the list of the invoices.
- The invoice which has a checkbox available is the Not Approved invoice.
- To approve the invoice, you should check the box, scroll down and click on the Approve
- You will see a confirm pop – up window with two options for PDF Generation:
- Generate Now
- Generate later through batch job
- Please select your preferred option and click on the OK.
- Here you can see the Activity progress. Once the Activity Progress shows 100%, invoice is approved.
- Click on the Continue button to proceed further.
- Now you can see the invoice is approved and the status has been changed.