> For the complete documentation index, see [llms.txt](https://docs.podigee.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.podigee.com/documentation/grow-and-monetize/monetization/approve-and-issue-an-invoice.md). # Approve and issue an invoice Review invoice-ready delivery lines, complete the required approval, issue the buyer invoice, and download the verified PDF without creating duplicate records. Use the Podigee Audio Video Ad Server to turn verified delivery evidence into a buyer invoice. The invoice page shows the buyer, publisher, settlement period, delivery lines, tax, totals, review state, and accounting authority before you approve or issue the document. Approval locks the invoice lines and totals. Issuance starts the document and accounting transfer workflow. It does not change the underlying delivery evidence or create another invoice for the same period. ## Before you start Open **Monetization > Evidence & Money > Finance**. The Finance page lists draft invoices, invoices ready to issue, open settlement periods, and connection issues. Before you approve, check: * the buyer and publisher; * the settlement month and issuing country; * the original delivery dates, including any carried-forward deliveries; * every delivery line or the preview notice when there are more than 100 lines; * net amount, tax, gross total, and currency; * the finance authority and jurisdiction; and * the review mode for this workspace. You need finance read permission to view an invoice, invoice preparation permission to approve it, approval-request permission to request an independent review, and invoice issue permission to issue it. ![The saved One Podigee finance authority is shown with the active invoice issuer and country rule used by finance workflows.](https://2032417310-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbqUKO6lljHGzkEAzliPI%2Fuploads%2Fgit-blob-7bec62f466c4dcf903dc2350d385dd2e4805b393%2Fdoc-monetization-020-finance-authority-active.jpg?alt=media) *Check the active finance authority before you approve or issue an invoice.* ## Open the invoice 1. Open **Monetization > Evidence & Money > Finance**. 2. In **Invoices**, select the draft invoice. 3. Check the invoice state and the settlement period. 4. Read the delivery lines and totals before you choose an action. The invoice page keeps the delivery line evidence and the current invoice version together. If the invoice includes earlier deliveries, the page keeps their original dates visible. ## Request an independent review If the review card says **Independent review required**: 1. Select **Request review**. 2. Open the review request when it is available. 3. Wait for approval of this exact invoice version. 4. Return to the invoice page. Approval of another invoice does not approve this invoice. If the review request is still active, select **Open review** to inspect it. If the workspace uses optional review, no separate reviewer is needed. If it uses the individual-operator confirmation mode, the page asks you to confirm your review before approval. ## Approve the invoice 1. Confirm that the buyer, delivery lines, tax, totals, and currency are correct. 2. If shown, select **I reviewed the buyer, delivery entries, tax, and totals**. 3. Select **Approve invoice**. The invoice changes from **Draft** to **Approved**. The delivery entries and totals are now locked and ready for issuance. If the page rejects the action, refresh the invoice and check whether its version or review state changed while you were working. ## Issue the invoice 1. Check that the invoice state is **Approved**. 2. Confirm that the finance authority and jurisdiction are still correct. 3. Select **Issue invoice**. 4. Wait while the issuance status updates. 5. When the invoice is complete, select **Download invoice PDF**. Issuance uses the exact approved invoice version and its delivery evidence. The accounting connection uses an idempotent operation, so refreshing the page or waiting for the status does not create a second invoice. If the connection needs attention, resolve the connection issue before repeating the action. ## Check the invoice PDF and status After issuance, confirm: * the invoice number and due date; * buyer, publisher, settlement month, and issuing country; * original delivery dates; * line quantities, net, tax, total, and currency; * invoice state; and * the downloaded PDF opens and matches the displayed totals. The PDF is read from verified artifact storage. Do not distribute a file that fails an integrity check. Return to the invoice page and contact finance support if the artifact is not available. ## Handle corrections safely Do not edit an issued invoice to hide a delivery or tax difference. Open a reconciliation case for the exact difference, preserve the source evidence, and use the approved correction or credit-note process. Keep the original invoice and its accounting receipt in the history. If a late delivery belongs to an earlier period, the Finance page identifies carried-forward entries. Check the original delivery date before you approve the next invoice. ## Troubleshoot invoices | Situation | What to check | | ------------------------------------ | --------------------------------------------------------------------------------------------- | | No draft invoices are listed | Prepare the settlement period after delivery evidence is complete. | | **Approve invoice** is not available | Check the invoice state, finance permission, review mode, and review outcome. | | Review is required | Request or open the review for this exact invoice version. | | Approval fails after you reviewed it | Refresh the page. The invoice version or evidence may have changed. | | **Issue invoice** is not available | The invoice must be approved and you need invoice issue permission. | | Issuance is still running | Wait for the status update. Do not submit the action again. | | The accounting connection fails | Open the connection issue, verify the provider result, and use the safe repair action. | | The PDF cannot be downloaded | Check that issuance completed and that the stored artifact passes its integrity check. | | A delivered line is missing | Check the settlement period, carried-forward notice, reconciliation cases, and late evidence. | ## Expected result You have one approved and issued buyer invoice with verified delivery lines, tax, totals, review evidence, and accounting status. The PDF is available for download, and any later correction can be traced without changing the original delivery evidence or creating a duplicate invoice. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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