Client Approvals

The Approvals tab is where you record formal client sign-offs for project milestones. Having a structured approval record protects you if a client later disputes whether they accepted a deliverable.

Why Record Approvals?

Clients often approve work informally — a quick WhatsApp reply, a verbal "looks good" on a call, or an email sign-off. Omako lets you log these approvals in a structured record so there is always a paper trail, regardless of the channel used.

Recording an Approval

On the Approvals tab, click Record approval.

Approval fields

Field	Notes
Milestone	Which milestone the client is approving
Method	How the approval was given — see below
Approved by	The client contact's name
Date	When the approval was given
Notes / evidence	Any supporting detail (e.g. a quote from an email, a reference to a message)

Approval Methods

Method	When to use it
Email	Client sent written approval by email
WhatsApp	Client confirmed via WhatsApp or other messaging app
Digital signature	Client used a formal e-signature tool
In-person	Client approved face-to-face or on a call

Milestone Coverage View

The Approvals tab shows a coverage grid — a visual overview of which milestones have at least one recorded approval and which are still pending sign-off. This makes it easy to spot gaps before you generate the final invoice.

Viewing Approval Records

Each approval record shows:

• The approval method (with an icon)
• Which milestone it covers
• The approving contact's name
• The date of approval
• Any notes or evidence

Records are listed in chronological order. They cannot be edited or deleted after creation.

Auto-Generated Draft Invoice

When you record an approval for a milestone that has a payment amount set, Omako automatically creates a draft invoice for that milestone in the background.

A green banner appears at the top of the Approvals tab with a link to the new draft. The draft pre-fills:

• The milestone title as the invoice title
• The milestone amount as the line item rate
• Your workspace invoice numbering

The invoice is a draft — it will not be sent to the client until you review and click Send. This gives you the chance to adjust GST settings, add a due date, or edit any details before sending.

INFO

If a milestone has no amount set, the draft invoice is still created with a ₹0 line item. You can edit the amount before sending.

TIP

For large projects, aim to record approval after every milestone is delivered — not just at the end. This way, there is never any ambiguity about what was accepted and when.