Concepts

Tasks

Settings

Checking the Status of an Invoice

An invoice can have any of the following statuses:

Status	Set When:
New	Initial default value
Out of balance	Set when the invoice amount does not match the total of the invoice lines above the site’s balancing threshold
Balanced	Set when the invoice amount matches the total of the invoice lines within the site’s balancing threshold
Sent for approval	Set when the invoice is sent for approval
Ready to post	If approval is required, the invoice status is set to “ready to post” when the invoice is approved. If approval is not required, the invoice status is set to “ready to post” when all of the lines have a status of “approval not required” or “approved”
Posted	Set when the invoice has been posted
Partially Paid	Set when an invoice payment memo is created for the invoice and the payment is not in full
Paid in Full	Set when an invoice payment memo is created for the invoice and the payment is in full
Rejected	Set when an invoice is rejected by an approver

You can view the current status of the invoice, as well as the history of status changes. In addition, you can review the approval status of the invoice and/or the invoice lines.

To Check the Status of an Invoice

1.	Open the invoice.

2.	Select the History view.

3.	The Status tab displays the invoice’s current status, as well as the history of status changes for the invoice.

4.	The Approvals tab displays the approval status of the invoice.

5.	The Line Approvals tab displays the approval status of each line on the invoice that requires approval.

6.	The Holds tab displays any holds and releases placed on the invoice.

7.	When you are finished, close the Invoice window.