Manually assigning invoice statuses

Core TSIs : Invoices : Working with Invoices : Manually assigning invoice statuses

Invoices can be assigned various statuses based on a process for managing invoices in an organization. The possible statuses available to an invoice at any point in time depend on the current status of the invoice.

For a detailed description of the invoice statuses, see Invoice statuses

Procedure

1. Go to Invoices.

2. Select the invoice for which you intend to change the status.

3. In the action panel, select the available status to set the status to the invoice.

4. Click Save.

Invoice status

Assigning a template to an invoice

Rejecting an invoice

Creating an invoice letter