Send an invoice on approval

Users with the Send Invoices role permission can send invoices automatically when the request is approved.

To set up automatic invoicing on approval:

1. Select Invoicing > Invoicing Setup.

2. Under Event Invoicing, select Automatically On Approval.

3. Click Save.

Before approving the request, make sure the fees are correct.

1. Review the Cost Breakdown section to make sure that the fees are correct. To adjust the fees, select the Edit Event button and adjust the fees. You can also add any Additional Charges as needed.

2. When the final approver clicks Approve, the requestor is automatically emailed an invoice.