Approve quotes, invoices and POs before they go out
Your sign-off queue for quote sends, invoice issues and PO sends.
What this is for
The Approvals inbox is your internal sign-off queue. When your shop requires it, sending a quote, issuing an invoice, sending a purchase order, or a job variation waits here for a manager to approve before it goes ahead — a clear yes/no instead of chasing people.
Step by step
- 1
When an action needs sign-off, it is submitted for approval and lands in the Approvals inbox.
- 2
Open Approvals from the sidebar to see everything pending — quote sends, invoice issues, PO sends and variations.
- 3
Use Open record to check the detail, then click Approve to let it proceed or Reject to send it back.
Tips & gotchas
- Turn approval requirements on or off per action in your shop's workflow settings — only what you flag ever queues here.