The approval management is very useful if one or more persons have to approve an invoice or credit note before it will be sent or paid.
How to enable Approvals
- Go to the “Settings” tab and click on “Account” settings.
You can configure this on both sides, advertisers and affiliates. Let's start with the advertiser side:
- Scroll down to the “Invoicing” box. Here you can see a field called “Invoice Approval Count” where you have to insert a number. This number means how many approvals of different persons are needed that an invoice status “Approved” will turn up and the document can be created. (Example: If you fill the field with “1” invoices need to be approved from 1 person)
- Save the changes you made.
- Scroll up to the “Crediting” box. Fill in the number you want in the “Credit Note Approval Count” field. The number means the same as explained before.
- Save the changes you made.
How to approve a document
After generating one or more documents please go to the invoice or credit note list. In the column Flags you will see an orange thumbs down flag indicating that this invoice is not approved yet. The account admin or another person that has not created the invoice is able to approve the document by clicking the thumbs up button in the actions column on the left. You will see that there are more single actions possible on this document after the approval.
