To track an Invoice, please, follow these steps:
1. Go to the left-side menu and open the Invoice module.
2. You can track the invoices statuses directly from the Invoice module page. Each of them has status on the left side collected under the column "Status."
Or you can also use Filters for the Invoice needed.
Here is the list of statuses by which you can check the invoice's progress:
- Draft - Invoice was created but not submitted yet. The initiator can still edit it and add/modify the items.
- Pending - the Invoice was submitted and sent for approval to the responsible authorizing user.
- Approved - the Invoice was approved by the responsible authorizing user.
- Rejected - the Invoice was not approved by one of the approvers in the approval flow. Thus, it will not be paid.
- Paid/Partly paid - the Invoice is paid/partly paid.
- Canceled - the initiator revoked the invoice.
- Pending Confirmation - the Invoice created for the PO has some discrepancies, and the PO initiator needs to review these changes and approve them in the PO first. Only after the differences are approved in PO you can proceed with the Invoice.