Client Approval Actions

The Client Approvals tab lists all your client approvals which can then be submitted, approved or rejected.

In this page…


Approving Client Approvals

There are three ways by which a Client Approval can be approved.

1. From the Client Portal

Approve Client Approval

As soon as a time entry is approved, you will get notified within Zoho Books.

2. From the Timesheet Module

Approve Client Approval

3. From the Client Approvals Module

Approve Client Approval

Rejecting Client Approvals

Client Approvals can be rejected in three ways as well.

1. From the Client Portal

Reject Client Approval

You will be notified if any of your time entries are rejected along with their reason within Zoho Books.

Reject Client Approval

Note: You can use this comment section to exchange messages and discuss about time entries with your clients.

2. From the Timesheet Module

Sometimes, your clients may directly tell you that they don’t approve of an invoice instead of rejecting it from the client portal. In such cases, you can manually mark invoices as rejected. To do so:

Reject Client Approval

3. From the Client Approvals Module

Reject Client Approval

Note: Only submitted client approvals can be marked as rejected.


Next >
Other Actions for Client Approval

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