Watch the video below to know how to enable the approval workflow and approve invoices.
Enable Invoice Approval Workflow
To enable the Business Approval Workflow:
Log in to the [RazorpayX Dashboard](https://x.razorpay.com/auth).
Select **Vendor Payments** on the left navigation menu.
Select Vendor Payments on the left navigation menu.
Click the ellipsis icon **⋮** and select **Invoice Approval Setting...
Click the ellipsis icon ⋮ and select Invoice Approval Setting as shown below.
Alternately, you can also navigate to **My Account & Settings** → *...
Alternately, you can also navigate to My Account & Settings → Workflow → Invoices and select Invoice Approval Setting.
Use the toggle button to enable **Approvals on Invoices** as shown...
Use the toggle button to enable Approvals on Invoices as shown below.
Watch Out!An invoice cannot be edited once sent for approval or approved. You must create a new invoice if your invoice is rejected.
How it Works
First, add invoice on the RazorpayX Dashboard.
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Enter the details and click Add Approvers.
If you decide to Skip sending the invoice for approval, enter the reason for doing it.
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Enter the email of the approver. You can either add more approvers or click Save.
Watch Out!
- Once the approver(s) is added, they are considered default approvers for the respective vendor. However, you can change the approver at anytime.
- The approvers are added in an hierarchial order. That is, unless the first approver has approved the invoice, the approval mail is not sent to the next approver and the payment will not go through without receiving all the approvals.
- To maintain the control and correct audit trail on the invoice, you cannot edit invoices sent for approval. In case an invoice is rejected, you must be recreate the invoice and make the changes again before sending the invoice for approval.
- Click Send to email the invoice for approval.
You can also skip the approval workflow after invoice creation, when the invoice is in approval state and move it to the UNPAID state.Log in to the [RazorpayX Dashboard](https://x.razorpay.com/auth).
Navigate to **Vendor Payments** on the left navigation.
Navigate to Vendor Payments on the left navigation.
Select the `IN APPROVAL` invoice for which you want to skip the app...
Select the IN APPROVAL invoice for which you want to skip the approval workflow.
Click the skip icon in the right pane with invoice details.
Click the skip icon in the right pane with invoice details.
Enter the reason for skipping th approval workflow and click **Skip...
Enter the reason for skipping th approval workflow and click Skip approval.
Edit Approvers
To change the approvers, click Change and edit the email/s.
Invoice Status
Once the mail is sent for approval, the invoice status changes toIN APPROVAL, post which it is either REJECTED or UNPAID if the invoice is approved. To view the audit trail, navigate to Vendor Payments → Invoices and select the respective invoice to view the details.
Know more about the Invoice Life Cycle.
In case an accounting integration is enabled, the invoices sync only post-approval.
Know how to approve or reject invoices via email.
