Once you have created your invoices and sent them through Clarity365 to your customer, they will receive an email with a PDF and secure link to approve the invoice. Customers will need to follow the steps below to approve.
Approving an Invoice as a Customer:
1. Receive an 'List of Billable Items to Approve' email from no-reply@dataclarity.uk.com.
2. Attached to the email will be a PDF version of the invoice with an itemised list of what is included as well as totals.
3. To authorise or reject the invoice, click the 'Review Invoice' link in the email. This will take you to the browser.
4. You will see the customer details and the sender details, scroll down to see the details of the invoice lines.
5. Click the 'Expand' icons to see each individual item and click 'View' to see details of each individual item.
To Approve all Items:
6. Click 'Approve Selected' at the bottom of the page, all items will be approved, and you can close the window.
To Reject all Items:
7. Click 'Reject Selected' at the bottom of the page, all items will be rejected, and you can close the window.
To Approve / Reject Selected Items Only:
1. Make sure all the items you would like to approve, or reject, are 'ticked' on the tick-box at the left-hand side of the user or item.
2. Click 'Approve Selected' or 'Reject Selected'.