SAMPLE · fictional firm · nothing is sent or paid

Review and approve

SAMPLE · Alder Lane Joinery Ltd (Example) · office admin: Hannah Lowe

  1. 1 List
  2. 2 Draft
  3. 3 Approve
  4. 4 Paid
  5. 5 Summary

Draft 1 of 3. Hannah reads it, then chooses Approve or Edit. Nothing is sent until she approves.

Draft, not sent

ToAccounts, Ashgrove Dental (Example)
SubjectInvoice INV-EX-1041, due Mon 9 Nov (SAMPLE)
Point7 days after the due date

Hello,

I am following up on invoice INV-EX-1041 for £1,480.00 (example), which was due on Mon 9 Nov 2026.

If it has already been paid, thank you, and please ignore this note.

If there is a question about the invoice, just reply and I will look into it.

Otherwise, could you let me know when we can expect payment?

Thanks,
Hannah Lowe
Alder Lane Joinery Ltd (Example)

A person checks: Hannah reads the draft, can change it, and decides whether it goes. Nothing is sent on its own.
ApproveSample: nothing is sent. Goes to the next screen. EditSample: shows a note. Nothing changes.

The other two drafts wait for Hannah too. Each one needs its own approval.

Back to the drafts
SDH Workflow sample. Examples, not client results. Fictional firm, customers and amounts.