On the first day of each month, you'll receive an email with drafts of all the invoices our system generated so you can approve them. Once this step is complete, the invoices for each client for all the products and services you've sold for the previous month will appear in your dashboard, and you'll need to approve them.

1. Click on Invoices

2. From this block, you can filter by date , status , and recipient to search for one or more invoices . You can download or export them as an issuer to view the details of the recipients you've invoiced.

3. If you don't apply any filters , you'll see a list of all generated invoices (approved and pending approval) below.

4. Filter by date and pending status to view only the invoices you need to approve . If you need to review or modify anything within an invoice , click the "Edit" button.

5. Within the invoice you will be able to see : date, issuer information, recipient information, items and amounts invoiced.

6. Once you've completed the corresponding review , the next step is to approve them . Select all the invoices you want to approve and click the "Approve Selected Invoices" button.
Important: Once approved, you will not be able to make any further changes, only view them .

7. Finally , each of your clients will receive an email with the invoices approved by you, in their name.