Approve a bill before payment

Bill approval prevents accidental payments and gives the right person a review step.

What this feature is for

• Bill approval prevents accidental payments and gives the right person a review step.

When to use it

• A bill is ready but should not be paid without approval.
• The vendor, amount, or due date needs confirmation.

Do it manually

1. Open the bill detail.
2. Review vendor, amount, due date, category, attachment, and notes.
3. Check whether the bill is already included in a payment run.
4. Approve, request changes, or leave pending.
5. Document the reason if a bill is rejected or delayed.

Ask Faster AI

Review this bill for approval. Check vendor, amount, due date, notes, and payment-run status. Tell me whether it is safe to approve.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of approve a bill before payment.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Add a vendor bill
• Run payment runs