> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Configure the invoice step
> Configure the MDF invoice step: build the invoice form, set automations, approval gates, the reimbursement deadline, and how it feeds the payout statement.
> The invoice step is the last one: how a partner bills for reimbursement, who approves it, and by when. Configuring it sets the invoice form, the approval gates, and the deadline, and it feeds the reimbursement statement your finance team pays against. This guide sets it up from the fund's edit mode.
The invoice step closes the lifecycle. A partner submits an invoice, it runs through approval, and the approved amounts roll into a reimbursement statement (with a PO number and PDF) that finance reimburses against, after which you mark the project paid. All of it is no-code, and the step can be switched off if your program reimburses another way.
## What you'll achieve
An invoice step where partners submit an invoice, an AI review plus your approvers accept it, a reimbursement deadline bounds it, and the approved amounts feed a statement you can reconcile and mark paid.
## Before you start
The statement draws from approved budget or approved claims. See [Configure the claim step](/features/mdf/claims/guides/configure-the-claim-form).
You need write access to configure the step and its form.
## Watch it
## Steps
### Open the invoice step
Go to [Marketing Funds](https://app.introw.io/marketing-funds), open the fund, and use **Configure**. Open the **Invoices** step. A switch at the top turns it off if you reimburse another way.
### Build the invoice form
The **Intake form** section shows the invoice form bound to the step. Select **Go to form** to open it in the no-code builder.
On the **Form builder** tab, shape the fields the invoice needs - billing details and any document upload your finance team requires. Fields are drag-in, no code, and its **Automation** tab is where you map anything that should write to the CRM.
### Set the approval gates
Enable the agentic review so a clean invoice clears automatically above a certainty threshold, and the rest escalate.
Under **Acceptance steps**, use **Manage acceptance steps** to set who signs off, in order - typically finance last. Each approver can be a person, a partner-team role, or anyone; each step must accept before the next.
### Set the reimbursement deadline
Set the **Invoice reimbursement deadline** - the last date to submit an invoice for payout, relative to the activity date or as a fixed date - then **Save**.
### Reimburse against the statement
Approved amounts roll into a reimbursement statement, sourced from the approved budget or the sum of approved claims, with a PO number and a downloadable PDF. Once reimbursed, mark the project paid so its status syncs to the CRM. See [Invoices](/features/mdf/invoices) for the statement in depth.
## Verify it worked
Open the Invoices step and confirm its form, acceptance steps, and reimbursement deadline are set. A test invoice runs the AI review and routes to your approvers, and the approved amounts are available to build the reimbursement statement.
## Related
The reimbursement statement, PO, and marking paid in depth.
Operate the whole flow, from proposal through reimbursement.
Approve the claims the statement reimburses.