Which billing actions need approval

• Director
• Admin
• Finance
• Needs: Billing
• May need approval
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.
• This action may go to the Approval Center and take effect once a director approves it.

Four billing actions can be held for approval. Each is set per staff member in their permissions.

Steps

1. Check the action and the permission it needs:
   • Refund: Issue Refunds. Approval switch: its Requires approval.
   • Delete, write-off, credit memo: Delete/Write-Off Invoices, with its Requires approval.
   • Add credit (including duplicate-invoice credits): Add Credits, with its Requires approval (on by default for Directors).
   • ACH unlock: anyone with Billing can ask; it runs at once only for people with Unlock ACH.
2. Work out what happens when you act:
   • Holding Approve Billing Requests means your own actions run right away.
   • Otherwise, with Requires approval on, the action becomes a request and you see Sent for Approval.
   • With it off, the action runs right away.
3. Work out who can approve. Approvers hold Approve Billing Requests plus the action's permission. ACH unlocks only need Unlock ACH.

   Screenshot coming soon01 · /approval-center

   Billing requests in the Approval Center

Tips

• Anyone listed can approve; tap Tap to view Approvers > on the request to see them.
• Returning credit to the Credit Bank, recording payments and applying credit never need approval.
• Permissions are set on each staff member's profile under School Management.