Track or cancel your approval request

• Finance
• Director
• Admin
• 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.

When an action is held, you see Sent for Approval: "This request has been sent for approval. You can see or cancel it on the invoice." Nothing changes until an approver decides.

Before you start

• Finish Which billing actions need approval first.

Steps

1. Open the invoice. A yellow bar reads "Awaiting approval — [action]".

   Screenshot coming soon01 · child_detail

   The Awaiting approval bar on an invoice

2. Tap Tap to view Approvers > to see everyone who can approve it ("Anyone listed can approve or deny this request").
3. To withdraw it, tap Cancel request, then Cancel Request on the dialog. Nothing on the invoice changes.

Tips

• Credit requests without an invoice show under Pending credits in the child's Credit Bank and at the top of their Tuition Statements. Open one to cancel it.
• ACH unlock requests show Unlock requested on the payer's bank section.
• Sending the same request again doesn't create a duplicate.

FAQ

• How do I know it was decided? The bar disappears from the invoice. If approved, the refund, write-off or credit appears on it; if denied, the approver's reason is shared with you.