Customer Invoice Send Approval puts a clear Sending Approval status on customer invoices. While an invoice is in draft or posted, it shows a red Not Approved badge and an Approve for Sending button, both on the invoice form and on every row of the Invoices list. Only users in the Customer Invoice Send Approver group can use the button, and the action is enforced on the server, so no one outside the group can change the status.

Once approved, the badge turns green and a Reset Approval button lets an authorized user revert it. The status is informational, it records the accounting sign-off so your sales team can see at a glance which invoices are cleared, and it never creates, posts or reconciles a payment or journal entry. It applies to customer invoices only, never vendor bills, and if an invoice is cancelled the approval clears itself so the status is always current.

Invoices carry the status right on the Invoices list

A Sending Approval column shows a Not Approved or Approved badge, with a compact approve button, on every customer invoice.

On the invoice, a Not Approved badge and an Approve for Sending button

The status sits with the payment details, and the Approve for Sending button appears in the invoice header for authorized users.

Approved turns the badge green and offers Reset Approval

After approval the status is green Approved and a Reset Approval button lets an authorized user revert the decision. No payment or entry was created.

You decide who can approve

The Customer Invoice Send Approver group lists exactly who can approve or reset. The admin gets it on install and assigns it to your chosen users.

Open the customer invoice or find it in the Invoices list and click the Approve for Sending button. The Sending Approval badge turns from red Not Approved to green Approved. The button is only available to users in the Customer Invoice Send Approver group.

No. The approval is an informational status only. It records that an authorized user checked the invoice, and it never sends an email, creates, posts or reconciles any payment or journal entry, so your accounting is never changed by this module.

No. Users who are not in the Customer Invoice Send Approver group do not see the Approve or Reset buttons, and the actions are also enforced on the server, so the status cannot be changed by anyone outside the group. They still see the current status as a read only badge.

No. The status and buttons apply to customer invoices only. Vendor bills and journal entries never show the Sending Approval status.

Yes. The status is available while the customer invoice is in draft as well as once it is posted, so accounting can review and clear an invoice at whichever point suits your process.

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