Money inCash

QuickBooks invoice approval

Hold any invoice above your limit for approval before it reaches the customer.

Part of Invoice processing

Tools

QuickBooks Online, Wave, FreshBooks

Outcomes

Large invoices never leave unreviewed • One clear approval step

Documentation

Instruction-ready detail below

Check <in:spreadsheets>draft invoices</in:spreadsheets> over the approval limit, and <email>email</email> me a one-line summary with the customer and total before it is sent.

Instruction file

Check <in:spreadsheets>draft invoices</in:spreadsheets> over the approval limit, and <email>email</email> me a one-line summary with the customer and total before it is sent.

Setup requirements

Tools

QuickBooks Online, Wave, FreshBooks

Trigger

When a draft invoice total is above your approval limit

Setup time

5 minutes

Other automations in this workflow

QuickBooks line check

Compare each line of a new QuickBooks invoice against the job record behind it.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download