Invoice Status

Statuses in Invoicing

The Status filter in Invoicing is based on the Sales Order status. The statuses currently used in the Invoicing menu are:

• Open
  • The order has no Lines closed and is still considered an active order.
• Partially Closed
  • The order has at least one Line closed.
• Parts Received
  • Parts included on the order are received.
• Closed
  • All of the Lines on the order are closed so the Sales Order is closed.
• Ready to Invoice
  • The order has Line Items that are not associated with a Part, they will always have a status 'ready to Invoice', and /or Parts on the order are at the Invoicing Node.
• Parts Ready to Invoice
  • Parts on the order are at the Invoicing Node.
• Pay to Ship
  • All orders that are set up to require payment prior to shipping, this is set on the Sales Order.

Note: the biggest difference between "Ready to Invoice" & "Parts Ready to Invoice" is "Ready to Invoice" includes line items not associated with parts and "Parts Ready to Invoice" does not.

For more information about how these Statuses are used, read these pages:

• Invoicing
• Navigating the Invoicing Dashboard
• Voiding and Adjusting Invoices