Send, Remove & Unlink Approvals

This article explains how to send an invoice for approval, remove an invoice from approval, and unlink a P.O. to re-edit locked fields like the supplier or unit price.

Send Invoice to Approval (Automated Flow)

If the invoice approval workflow has been configured in the Invoices administration settings, invoices are automatically submitted for approval once they are fully processed.

How it works:

Once the invoice is completed and validated, it is automatically forwarded to the approval chain (if configured).
If P.O.s are in use, linking an invoice to a P.O. will automatically send it into the approval workflow
No manual action is required if automation is set up

Need help setting up the Approval Workflow? Check out the detailed configuration guide

The account fields can be edited at any time, regardless of the approval status. This ensures that the invoice remains accurate and can be quickly adjusted to meet changing requirements. Click here to learn how to edit these fields.

How to Remove an Invoice from Approval

Open the invoice, Navigate to Invoices > [Select the Invoice]
Click ⋯ More Actions (top-right corner), select “Remove from Approval” → From here, the invoice can be re-sent into the workflow

Click the "Edit Mode" icon at the top right to switch to the editing section
After finishing your edits, click “Send Invoice to Approval”

Two ways to Unlink/Remove a P.O. from a Invoice:

Important: The invoice must be removed from the approval process first.

Option 1 → Unlink a PO directly in the Invoice Tracking Sheet:

In the PO side panel, locate the section where the link is shown

Click the big link icon on the right side, next to the linked P.O.
Click the link icon next to the P.O. and confirm the question “Are you sure you want to unlink?”

This unlinking method via the preview panel avoids navigating away from the invoice and is especially useful for quick corrections.

Option 2 → Unlink a PO in the Matching screen

Important for invoices that were submitted without a P.O.

Go to the Matching screen and set the filter Invoice Status is Fully Linked to locate the invoice

Find the invoice in the filtered list
Click it as you would normally link and confirm the unlink action
Once unlinked, the invoice will no longer be connected to the P.O.
The Invoice an be edited, re-linked, or deleted as needed

Any Questions?

Our support team is happy to help:

Email: support@digitalpurchaseorder.com

Phone: +1 888 376 7254

Or schedule a free demo – we look forward to hearing from you

Updated on: 12/01/2026

Was this article helpful?

Thank you!