Custom Approval

Custom Approval allows organizations to create approval flows tailored to their unique business needs, especially when the default approval flow isn’t suitable.

Note: This feature is only available in certain plans of Zoho Billing under Early Access. Visit our pricing page to see if this feature is available in your plan and reach out to support@zohobilling.com to enable it for your organization.

Scenario: Brandon is a Sales Manager at Zylker. Usually, he approves invoices for Zylker’s customers. However, if an invoice total is more than $10,000, Patricia, the Head of Sales, must approve it. Brandon sets up a custom approval in the Invoices module of Zoho Billing by adding a criteria that invoices of $10,000 or more should be sent to Patricia for approval.

Create a Custom Approval

To create a custom approval flow for a module:

Fill in details in the New Custom Approval page

Prioritize Approvals

If you’ve created multiple custom approvals for a module, in some cases, transactions can fulfill the criteria of more than one custom approval. In such cases, you can prioritize which custom approval should be triggered first. Here’s how:

Drag and reorder the custom approvals as per priority

Edit or Delete a Custom Approval

You can edit and delete the custom approvals created. Here’s how:

Click Edit or Delete from the dropdown
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