Invoice statuses

SPM documentation (v2.5.0.4)- April 29th 2010 – Written by Rémi Equoy

Introduction

All invoices (Customer Invoices and Vendor Invoices) and all Credit Notes (Customer and Vendor) see their status progressing with the same steps :

[ ] In creation : First status when creating an Invoice (or any document).
Waiting validation : User have ticked the Awaiting validation check box.
Approved : User have ticked the Approved by check box. User name is automatically saved.
Partially paid : One (or more) payment have been received and saved but not all of the total amount.
Closed - Settled : The invoice have been paid (fully).
Closed - Not settled : Then invoice have been partially paid and canceled by a user. The Net benefits will be reduced by the due value.
Canceled : Then invoice have been canceled and any payment have been received. The Exclude from accounting check box will be ticked automatically.