Set up multi-step invoice approvals

Require invoices to be approved before they are issued. Build an approval chain of one or more steps — each with its own amount threshold and approvers — so larger invoices route to the right people in order.

Intermediate4 steps~4 min

Open the invoice approval chain settings.

From Accounts Receivable settings, choose Invoice approval chain. With no chain configured, invoices are issued without approval.

Define the approval steps.

Add a step, optionally set an amount threshold ("only approve invoices above…"), and choose the approvers for that step. Add more steps for higher tiers — they run in order.

Any one of a step’s approvers can clear it. Set thresholds to match your authority limits — e.g. step 1 for all invoices, step 2 only above SAR 50,000.

Submit an invoice — it now awaits approval.

When a submitted invoice meets a step’s threshold, it stops at "Awaiting approval". The invoice shows the approval steps and which is pending.

An approver approves the step.

A designated approver — who cannot be the person who raised the invoice — approves (or rejects with a reason). When the last step clears, the invoice issues automatically.

Separation of duties is enforced: the invoice’s creator is never offered as an approver of their own invoice.