Receivables Approval Workflows

Approve customer invoice releases and collections with multi-step controls.

Used by:

CFO

Controller

Relevant for

Strengthen Revenue Controls

Multi-step approvals ensure customer invoices and credit decisions follow internal policies, reducing errors and preventing unauthorized releases.

Accelerate Collections With Clear Ownership

Structured workflows clarify who must review and approve each receivable action, minimizing delays and helping teams move invoices into collection faster.

Improve Auditability of AR Decisions

Every approval, comment, and timing detail is captured automatically, creating a transparent record that supports compliance and financial oversight.

Managing invoices and credit releases is complex across teams. Receivables Approval Workflows automate AR approvals for invoices, credits, and collections, ensuring policy compliance, full traceability, reduced risk, and faster collections.

Defines approval paths based on customer type, invoice amount, credit terms

Log all approvers, actions, comments, and timestamps for audits

Route reviews to sales, finance, or credit teams based on rules

How teams use this feature

Approve customer invoice releases and collections with multi-step controls.

Credit Release Oversight

Invoices for new or higher-risk customers can be routed through credit teams for approval, ensuring appropriate credit checks and reducing exposure to nonpayment.

Customer Dispute Resolution

When customers challenge invoice amounts or terms, workflows help route the issue through the correct reviewers—such as sales and finance—to document decisions and maintain consistency.

Coordinated Collections Management

Approvals for collection actions like payment reminders or escalations move through the proper channels, ensuring teams take the right steps at the right time while preserving customer relationships.