Freelancer invoices, on ActionAtlas also known as Work Orders, can be approved in multiple locations. Each time a freelancer accepts a project, ActionAtlas generates a Work Order that acts as the contract between the customer account and the freelancer.
Understanding Freelancer Invoices
When a freelancer completes work on a project, they submit their Work Order for approval, which then functions as an invoice in the system. Project managers need to review and either approve or deny these submissions to manage project financials accurately.
Note: Approved Work Orders are automatically processed for payment according to the payment terms established with the freelancer.
Method 1: Approve or Deny from Quick Actions
Step 1: Navigate to Assignments
Use the main Navigation Menu to access the Assignments area.
Step 2: Review Quick Actions
At the top of the Work Orders tab, locate the section called "Quick Actions." Any submitted Work Order that acts as the invoice for a freelancer will appear here.
Step 3: Approve or Deny the Work Order
Click either the "Approve" or "Deny" button for the Work Order. You can also click "Review" to open the full Work Order for detailed examination before making a decision.
If denying the invoice, you'll be prompted to provide a reason before the response is sent back to the freelancer.
Tip: The Quick Actions area provides a centralized location to manage all pending Work Orders across all projects, making it easier to process multiple freelancer invoices efficiently.
Method 2: Approve or Deny from Projects
Step 1: Navigate to Projects
Access the Projects area using the main Navigation Menu.
Step 2: Find the Relevant Project
Locate and open the project where a Work Order is waiting for review.
Step 3: Access the Talent Tab
Click on the "Talent" tab within the project and identify the freelancer contract that needs to be reviewed.
Step 4: Approve or Deny the Invoice
At this point, you can approve or deny the Work Order using one of two methods:
- Quick Action: Click on the arrow on the far right-hand side of the line item to approve or deny directly from the list view.
- Detailed Review: Click on the name of the invoice to open the full Work Order details, then use the Approve or Deny buttons within the Work Order view.
Providing Feedback When Denying an Invoice
When denying a freelancer's invoice, it's important to provide clear feedback explaining the reason for denial. This helps freelancers understand what needs to be corrected before resubmitting.
Important: When denying an invoice, always provide specific feedback that helps the freelancer understand exactly what needs to be corrected. Vague feedback can lead to repeated denials and project delays.
Common reasons for denying a freelancer invoice include:
- Incomplete deliverables or missing work items
- Quality issues with submitted work
- Discrepancies between contracted scope and submitted work
- Incorrect hours or rates on the invoice
- Missing required documentation or support materials
Need Help?
Our support team is available to assist with questions about approving or denying freelancer invoices.
Contact Support