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How to Approve and Send an Invoice

Bianca Utihata avatar
Written by Bianca Utihata
Updated this week

An invoice must be approved before it can be sent to a user.
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Steps to follow:

  1. Go to your list of invoices for the auction and find your invoice.

  2. In the Actions column, click Ready to Approve (if the invoice is currently in Draft status), then Mark Ready.
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    You will see the following alert at the top of the page:
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  3. Click Approve in the Actions column.

  4. Confirm again in the pop-up by clicking Approve. Another alert will appear to confirm it.

  5. The invoice’s status will change from Awaiting Approval to Approved, and is now ready to be sent.

Letting Users Know Their Invoice is Ready

  1. Ensure the invoice is Approved.

  2. Click Send to Buyer in the Actions column.
    This will send an email to the user with a link to the My Invoices section of the public site. To update this email template, contact our support team.

  3. The invoice becomes visible to the user on their My Invoices page.

  4. A green tick will appear in the Sent column to indicate the invoice was sent.
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Sending an Invoice

BidJS customers must send invoices outside the software:

  1. Click View to open the invoice.

  2. Click Print.

  3. Select Save as PDF.

  4. Send the PDF manually via email to the user.

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