How do I enable approvals for my sales transactions?

To enable approval for sales transactions, such as invoices, retainer invoices, quotes, sales orders, and credit notes:

  • Go to Settings in the top right corner of the page.
  • Select Approvals under Organization.
  • Click Enable Sales Approval under the Sales Approval tab.

Sales approval will now be enabled with the default sales approval preference as All the approvers can approve. If you want to, you can change this preference.

Sales Approval Preferences Description
Don’t configure Sales Approval Removes transaction approval for the applicable sales modules.
All the approvers can approve Grants access to all active admins to approve sales transactions.
Configure multi-level approval with specific approvers Add up to 10 levels of approval and select the approver for each level.

Learn more about customizing notification preferences for approvers and submitters.

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