Require owner approval before invoices are issued

In Settings → Approvals, turn on Require owner approval before issuing invoices. Team members can then prepare invoices, but an owner approves each draft before it is issued.

  • L1 · Everyday
  • WhereAll countries
  • WhoOwner
  • PlanBasic and up
  • Timeabout 1 min

Steps

  1. Open Settings and choose Approvals.

    Step 1: Open Settings and choose Approvals.
    Step 1 in Deline (Spain business, fictional data) · See the whole screen
  2. Turn on Require owner approval before issuing invoices.

    Members see Request owner review on their drafts.

    Step 2: Turn on Require owner approval before issuing invoices.
    Step 2 in Deline (Spain business, fictional data) · See the whole screen

If something goes wrong

  • "An owner needs to approve this version first.": the draft changed after approval; ask the owner to approve it again.

Last checked 2026-11-08 by the guide runner on build 37b370dcd (Deline 5e00493c3) (local Deline stack).