The invoice workflows contain all workflows that relate to the tracking of an organization's invoices. For every organization, sequences of steps are carried out before an invoice is sent to a client. The invoice can be passed from one department or from one manager to the other, for approval, before it is sent to the client. To carry out this process and to make sure the invoice approval process is carried out in a sequential way, you create Invoicing Workflows.
Workflows are a key aspect of PSA, and require involved explanation; they are discussed separately in Workflows Setup.
Once configured, invoices can be generated and posted accurately and rapidly. There are two key benefits to automating such a process:
- Saving time
- Reduction of errors arising from manual data entry.
The concept of creating workflows is the same for all workflow categories; for more information visit Workflows Setup.
For further details refer to: