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# Send, Remove & Unlink Approvals - Old DPO Design

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.

||| **Already using DPO's new design?** [You can find the corresponding article here](https://help.digitalpurchaseorder.com/en/article/send-remove-unlink-approvals-in-dpo-1uvwd0y/)

### 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)](https://digital-purchase-order.crisp.help/en/article/invoices-cnlzt6/).
* If P.O.s are in use, [linking](https://digital-purchase-order.crisp.help/en/article/link-invoices-to-po-skxf21/) 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](https://digital-purchase-order.crisp.help/en/article/invoices-cnlzt6/)


| 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

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

 
![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2025-09-12-at-11203_171a7j3.png =936xauto)

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


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2025-12-18-um-1_1dz1z4s.png =670xauto)


### 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:

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2025-09-12-at-11181_dw041n.png =915xauto)

2. Click the big link icon on the right side, next to the linked P.O.
3. 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.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2025-08-25-at-14574_12iucum.png =1012xauto)


###### Option 2 → Unlink a PO in the Matching screen

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

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image-44_1ukrd3y.png)

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


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2025-09-03-at-11155_vi9vj9.png =1088xauto)


**Any Questions?**
Our support team is happy to help:
Email: support@digitalpurchaseorder.com
Phone: +1 888 376 7254
[Or schedule a free demo](https://calendly.com/d/gpk-ppc-rjg) – we look forward to hearing from you