Do you want to have complete control over the invoices you issue before sending them to your customers?

Through a structured, multi-step approval process, each invoice undergoes a clearly defined verification process before being sent.

How does the process work?

1. Creating an Invoice with a Clearly Defined Status
2. The invoice is created in the outgoing document queue and is automatically assigned the status “Unapproved.”
3. Start of the approval process
4. A user who has created the invoice submits it for approval in accordance with predetermined approval rules (based on classifications).
5. Multi-level control: The process is carried out through clearly defined user groups.
6. Automatic Status Change

Upon approval:

• The status changes from “Unconfirmed” to “Confirmed”
• The task is automatically forwarded to the final group

Final step – sending to the customer

The closing team sends the invoice to Documentation, which automatically forwards it to the customer as an e-invoice.

Key Features

Multi-step invoice approval process
Automated Task Assignment Among Groups
Monitoring the status of a document throughout the entire process
Tracking Accountability and Approval
Centralized Management of Issued Invoices

Advantages of the Solution

Greater oversight of issued invoices
Reduced risk of sending invoices to the wrong recipient
A clearly defined approval process
Transparent Tracking of Document Status

Who is this solution intended for?

Companies with multiple levels of control over issued invoices
For organizations that wish to standardize their approval process
For companies that need better control over their accounting responsibilities and the invoicing process

Key Value of the Solution

Digitize and standardize the process of managing issued invoices in PANTHEON!