An invoice has a status attached to it that determines what can happen to the invoice. A copy of all deleted and voided invoices are kept.
The following flow chart shows the Invoice Status process.
The following statuses are possible:
|
Status |
Purpose |
Possible next statuses |
|---|---|---|
|
Draft |
Status after initial creation. Able to be edited and add additional items
|
Awaiting Payment Paid Delete |
|
Booked |
Once a Quote has an appointment date attached to it, the Status is automatically changed to Booked. If it is converted to an Invoice, the Status will stay as Booked.
|
Draft Deleted |
|
Awaiting Payment |
Once an invoice has been finalised it can be changed to Awaiting Payment. This is the status to use once an invoice has been given to a client. If there is a problem with the invoice it must be voided and a new invoice created.
|
Paid Void |
|
Paid |
Payment has been received and is lodged against an invoice. If payment has been incorrectly assigned then it must be refunded before the Invoice can be voided if there is a problem with it.
|
Refund |
|
Deleted |
Used to negate an invoice before it has been finalised and set to Awaiting Payment
|
None |
|
Voided |
Used to negate an invoice after it has been finalised and potentially sent to the client but no payment is currently lodged against it.
|
None |
AU 