This activity is used to approve an Invoice Preview. However, even after approving an Invoice Preview, it is possible to revoke the approval which will then lead to a new approval process. Open the Invoice Preview page or from Conclude Work Order page.
When you approve an invoice preview, a background process will create a Customer Order. To generate the Invoice, you need to further process the generated Customer Order. Using Approve Online, the customer order will be created online from the invoice preview. This is set on the Site.
Note: If the invoice preview is created with atleast one
Service Invoice line having a Qty to Invoice of 0, it will not be allowed to
approve the invoice preview as lines with zero quantity cannot be invoiced
to customer. These lines will need to be manually deleted before the invoice
preview can be approved.
In order to perform this activity:
As a result of this activity: