You will need the Billing module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].

You will also need the following permissions in your security group: Can view invoices and credit notes.

Click here to learn about permissions and security groups.

The invoice starts in Draft status, allowing line items to be added, removed, or edited. This is the only status where changes can be made within the workspace.

The invoice is updated to Deleted status if removed in the accounting partner. For draft invoices, click Update, then Delete > Confirm Delete to move into the Deleted status.

Deleted invoices are hidden from the invoices page by default but remain accessible and included in the task process history.

The invoice transitions to the Authorised status when it is pushed to the accounting partner. This corresponds to the Authorised status in Xero, the Open status in MYOB, or a non-zero balance in QuickBooks.

The invoice is marked as Paid when payment status syncs from the accounting partner: Paid in Xero, Closed in MYOB, or a zero balance in QuickBooks.

The invoice is marked as Voided by syncing the information from the accounting partner: Voided in Xero and Quickbooks.