Invoicing Process and Statuses

The invoicing process has changed in version 5. An invoice has a status attached to it and depending on that status, depends on 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:

Current Status	Purpose	Status's / Actions available
Draft	Status after initial creation. Able to be edited and add additional items	Awaiting Payment Paid Delete
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