Changing the Invoice Status

Changing the status of an invoice moves the invoice through the billing process. The invoice statuses follow a particular order set by the firm. See Setting Up an Invoice Status for more information.

To change the status of an invoice, do the following:

1. Open the Invoices list.

Note: You can also access invoices from the Clients or Projects list.

1. Open Dashboard, click Application Links on the navigation panel, and then click Bill WIP under Billing & Invoicing.
2. Click either the Clients or Projects tab.
3. Click  next to a client or project to display the invoices for that client or project.
2. Do one of the following:
   • Change the status for one invoice. Click Actions > Change Status next to the invoice you want to update.
   • Change the status of multiple invoices in a batch. Select the check boxes for the invoices you want to update, and then click Batch Actions > Change Status.

     Note: Batch invoice actions can only be performed on the Invoices tab.

3. Select the new invoice status from the Status list.

   Notes:

   • If an invoice has a Final status, you cannot update the status unless you reverse the invoice.
   • You cannot change the status to Final, Posted, or Reversed. See Printing a Final Invoice, Posting an Invoice, or Reversing an Invoice for information on changing the invoice to those statuses.
4. Click Save.