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How to send an Invoice for Approval

Learn how to send invoices for approval, check assigned approvers, and manage approval email reminders in Caresquare.

Sending an Invoice for Approval

If a participant is configured so that all invoices or invoices from specific providers require approval, you can send an invoice for approval directly from the Invoices page.

There are two ways to send an invoice for approval.

Method 1: From the Invoices Page

  1. Go to the Invoices page.

  2. Locate the invoice that requires approval.

  3. Click the Send for Approval blue Icon.

  4. Click Send Now.
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Alternatively, On the same Invoices page, you can also click on the 3-dot icon located on the bottom part of the invoice screen, then click "Send for approval".

Method 2: From the Approvals Tab

  1. Go to the Approvals > Unsent tab within the Invoices page.

  2. Select the invoice you want to send for approval.

  3. Click Send Approval.

Once the invoice has been sent for approval, its status will move from Unsent to Pending.


Checking Invoice Approvers

You can also check who will receive the invoice approval request by going to the participant’s profile. Navigate to the Configuration section and click ‘View all approvers.’
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Setting Approval Email Reminders

You can also configure the option to send Approval email reminders to trigger automated sending of reminder emails for invoices that are still awaiting approval.

  1. Go to the Settings tab

  2. Click "Features"

  3. From here, you can toggle Approval email reminders by either "Enabled" or "Disabled"

Note : Settings tab is mainly available to a user with an "Admin" Permission

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