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Adding Approvers to Invoices

Adding Approvers

Navigate to Settings and click Members. Next, click on the Invite Team Member button. Enter the approver's first name, last name, and email address. If the approver is part of a group (i.e. accounting), create a group and add the approver to it. Finally, click Add Team Member. Once a team member has been added, you will be able to see the status of their invitation—Pending if the user has not yet accepted your invitation, or Active once they have accepted your invitation.
If you wish to make changes to the approvers on your account, click on the ellipsis button next to the approver and select Resend Invitation to send another email or Remove Member to delete this approver.

Adding an Approver to a Received Invoice

Navigate to the Received Invoices tab of your Paysail account and click on an invoice that you wish to add an approver to. On the right-hand side of the invoice details page, click the Add Approvers button. From here, you will see a list of approvers. Select the approvers you wish to add. Note that the approvers that have been added must approve the invoice before you can proceed with completing payment.
Adding an Approver
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Adding Approvers
Adding an Approver to a Received Invoice