Team Invoice Workflow

Maintain control over client billing with team invoice approval workflows that ensure quality and accuracy before invoices are sent to clients. Set up approval workflows that route invoices through designated approvers, with granular permission controls that determine who can create invoices, who must approve them, and who can send them to clients. Automatic notifications keep approvers informed when invoices need review.

Approval workflows support different approval paths based on invoice amount, client, or project type, giving you flexible control over the approval process. Invoices pending approval are clearly marked, approvers can review line items and amounts before approving, and the system maintains a complete audit trail of who approved what and when. This oversight helps prevent billing errors and ensures consistent quality in client communications.

Perfect for agencies that need billing oversight, teams with junior members creating invoices, or organizations that want to ensure billing accuracy and maintain client trust. Whether you're managing high-value client billing, ensuring compliance with billing standards, or training team members on invoicing processes, approval workflows provide the control and oversight you need.