How to Approve or Reject an Invoice

When a Service Provider has uploaded an Invoice for a Job, the status will change to 'Invoice Added'. The Strata Manager should then review the Invoice and decide whether to approve or reject it.

When completing their review, Strata Managers will need to verify the accuracy of all information like the description of services rendered, the schedule and the amount invoiced for authorised work. If anything is incorrect, the Invoice must be rejected.

The Strata Manager should inform the Service Provider of a disputed amount.

Service Providers can update the information and submit a revised Invoice.

When an Invoice has been approved, it will be sent for automated payment processing.

Approve or Reject an Invoice

1. Go to the Jobs page (Wrench Icon )

2. Select the Job

3. Click the 'Invoice' button and select 'Download' from the drop-down menu to save a copy of the invoice

4. Or, click 'Share via Email' to send the Invoice by email

5. Click the 'Process Invoice' button on the Work Summary page

6. This will open the 'Process Invoice' window to review the details of the invoice

7. To approve, click 'Process' 




8. Or, click the 'Reject Invoice' button on the Work Summary page to reject

9. The 'Reject Invoice' window will open then enter a reason 



10. Click 'Send'

If the Strata Manager has approved the Invoice, it will be sent to the first approver's queue for payment. For more information, please see Invoice Processing.

Strata Managers should contact us with any further questions regarding this process.