Invoice Statuses

 

1. Draft – newly uploaded or manually created invoice.  The firm can edit and make corrections prior to placing in the client's queue.  

2. For Approval – client is reviewing for approval. The firm is locked out of editing the invoice.  

3. Pending – an inquiry has been made by the client.  The firm can edit line items tied to the inquiry only.  

4. Approved – client has approved for payment.  The client can no longer edit the invoice.  

5. Sent for Payment – payment is being processed.  The invoice information was sent to the client's AP system.  

6. Paid – payment has been sent to the firm.  

Note: Not all clients send Paid information to Acuity.  In those instances Sent for Payment will be the final status

7. Rejected - invoice has been ‘deleted’ or taken out of payment processing. Invoice status cannot be moved out of rejected status once it has been set. Invoice number(s) in rejected status cannot be re-used.

8. Deleted – invoice has been ‘deleted’ or taken out of payment processing. Invoice status cannot be moved out of deleted status once it has been set. Invoice number(s) in deleted status can be re-used.

9. Replaced - means the same as deleted.  Used in our legacy platforms.