Approvals before sending

Somebody has to say yes first.

Next to Send on an invoice is Ask for approval. Pick the approver and write a line. The invoice cannot be sent until they approve; they see the request under Flow Questions and in their notifications, and can approve or decline with a comment. You can withdraw the request. The same works for a signature request in TG eSign.

Was this helpful?

Still stuck? Inside your workspace press Get Support at the top of any page, or write to support@trigig.com. A person replies within one business day.