Invoices in Euler can be approved individually or in bulk, giving you flexibility and control over the approval process. Follow the steps below to review and approve invoices.
Accessing Pending Invoices
1. Log in to Euler.
2. Navigate to the Payments section.
Here, you’ll see a list of all your invoices. Use the Filter option to narrow down to Pending invoices, displaying only those that require approval.
Individual Invoice Approval
To approve invoices individually:
Locate the invoice you want to approve in the table.
Click Approve in the row for that invoice.
View: Click to see the full invoice and preview it, as your partner will see it.
Details: Click to view line-item details without leaving the page.
For further actions on an invoice, click the three dots (…) to Edit or Delete the invoice as needed.
Bulk Invoice Approval
For bulk approvals, follow these steps:
At the top of the invoice table, click the Bulk Approve button with a checkmark icon.
In the popup, you have the option to apply a Date Range to filter the list of pending invoices, though this step is optional.
Review the list of Pending invoices.
For each, click < Details to view line-item details if needed.
Once ready, click Bulk Approve at the bottom to approve all listed pending invoices in one action.
Next Steps: Paying Approved Invoices
After approving invoices, you’re now ready to proceed with Payments. See the related articles below for more on the payment process.
This guide helps streamline the invoice approval process, ensuring accuracy and efficiency in managing your partner payouts. For additional questions, reach out to our support team.