Now create custom approval workflows for Proforma Invoices as well! (just like you already do for Invoices, Quotations, Expenditures, and Purchase Orders!)
Why Use Approval Workflows for Proforma Invoices?
๐ค Seamless Team Collaboration with Granular Controls:
Assign specific team members to review and approve proforma invoices at each stage.
You control exactly what actions can be taken (
such as editing, downloading, sharing, canceling, converting, or marking as paid
) based on the current approval status. โ
Effortless Compliance:
Every proforma goes through a thorough review before itโs finalized.
This means that when you convert a proforma to a final invoice, all the data is already validated - significantly reducing the risk of tax filing errors or compliance issues.
๐ Accurate Accounting Entries:
By routing every proforma invoice through an approval workflow, only verified and authorized proformas are converted into final invoices and recorded in your accounting system.
This process ensures your financial records reflect only approved transactions, resulting in cleaner, more reliable books and eliminating unnecessary noise.