Awaiting approval

Automatically, each newly-added invoice is assigned this status. If an invoice has been rejected before, the field Reason for rejection is cleared. Only certain non-financial data for an invoice can be edited in this status.

Edit

An invoice can be set to the Edit status to edit or to delete it. In the Edit status, all the fields can be edited, except the amounts fields.

Approved

An invoice’s status should be manually changed to Approved to indicate that an invoice has been approved.

Rejected

An invoice can be Rejected for incorrect information. You can enter your comments for rejecting the invoice in the Reason for rejection field. Once in Rejected status, all the fields can be edited, except the amounts fields.

Final

Once an invoice is set to the Final status, an invoice number is assigned to the invoice. Therefore, the invoice can no longer be deleted and only a few fields necessary for creating an invoice letter can be edited. You can send an invoice letter using the Create invoice letter option from the action panel.

Invoiced

An invoice is automatically set from Final to Invoiced when you have successfully created an invoice letter for the invoice. To create invoice letters, see Creating an invoice letter. This status indicates that the invoice letter is sent to the accepting contract party.