In this lesson you will learn how to approve an invoice directly within the mobile app. You must have permission to use the Invoicing feature in ServiceM8 - by default, Business Owners and Finance staff have this capability.
From the main screen, tap More... then tap Invoicing
In the Invoicing screen, swipe up or down to browse a job for approval, awaiting payment and paid jobs.
Note:
Tap a job from Awaiting Approval list
Tap Approve invoice to proceed
From here you can:
- Approve an invoice
- Mark the invoice as sent
- Preview an invoice
- Phone a client
- Review the job
Once approved, the job will move to Awaiting Payment or Paid
