In larger teams, bills often need approval before anyone may pay. Payfriend supports approval in the bill flow so a bookkeeper, manager, or project owner can say yes — including from the phone.
Before you start
At least two users with relevant permissions (submitter vs approver)
Bill has landed and been read (amount, supplier, document)
Agreement on who may pay after approval
Steps
1. Open the bill under Bills
2. Send for approval
Choose an approver if asked, or use the company flow you configured.
3. Approver is notified
Via app/email/push — depending on notification settings.
4. Approve or reject
Approver reviews document and amount. On reject: give a reason so the submitter can fix.
5. Pay after approval
When status is approved, a user with payment rights runs Pay bills.
Check that it worked
Status moves (awaiting approval → approved)
Approver can see the bill
Payment only possible after approval (if configured that way)
Common issues
Symptom | Cause | Fix |
No approver | Wrong role | Adjust users and roles |
Stuck in queue | Approver missed notification | Share direct link; check notifications |
Can pay without approval | Flow not required for amount/user | Review approval setup under Bills/Settings |
Next steps
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