# Invoice approval workflow template

> Register a supplier invoice, confirm the delivery and schedule the payment.

Category: Finance. 4 steps, 15 form fields.

## Steps

### 1. Invoice

Owner: Whoever starts the request.

Register the invoice you received.

Fields:

- Supplier (text, required)
- Invoice number (text, required)
- Amount (amount, required)
- Due date (date, required)
- What was bought (long text, required)
- Purchase order (text)
- Invoice (files, required)

### 2. Delivery check

Owner: A person or team you choose.

Whoever asked for the purchase confirms it was delivered as agreed.

Approval: Approvers you choose.

Due in 2 days (business time).

Fields:

- Was everything delivered? (choice, required)
- What is missing? (long text, required)
- Cost center (text, required)

### 3. Finance approval

Owner: A person or team you choose.

Invoices above 5,000 need the finance manager.

Approval: Approvers you choose.

Due in 2 days (business time).

Fields:

- Was it budgeted? (choice, required)
- Notes (long text)

### 4. Schedule payment

Owner: A person or team you choose.

Schedule the payment and keep the proof.

Due in 2 days (business time).

Fields:

- Payment date (date, required)
- Payment method (choice, required)
- Proof of payment (files)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/invoice-approval