Client Approval Filters
We have a set of filters based on which you can filter your client approvals and list them.
Client Approvals can be listed based on their status and the customer names. The status can be chosen from the Status dropdown and the customer name can be chosen from Select customer dropdown. The following are the filters status that are available in Zoho Invoice for Client Approvals:
- Pending Submission
- Pending Approval
- Approval Overdue
We also have filters in the client portal using which your customers can filter and list their approvals.