Invoicing and Payment Status
Bill completed work on records that trace back to the request.
Required permissions: Create within your organization's tenant.
Invoices link to the work request that produced them, so finance follows the work.
Before you begin
- The work request is completed
- Invoice number, customer, amount, issue and due dates
Step-by-step instructions
- 1
Create the invoice
Invoice number, customer, and amount are required. Select the related work request and describe the billable work.
- 2
Issue
Move the invoice from draft to issued when it goes to the customer.
- 3
Record payments
Enter amounts paid as they arrive, partially paid and paid statuses follow the amounts.
- 4
Follow up
Flag overdue invoices; void records that should never have been issued.
Expected result
A billing record traceable to the completed work and customer.
What happens next
Completed cycles feed the dashboard and audit trail.
Fields explained
- Amount paid
- The cumulative payments recorded against the invoice.
Statuses explained
- Issued
- Sent to the customer.
- Partially paid
- Some payment recorded; balance outstanding.
- Overdue
- Past the due date, follow up.
Important
- NDT Pilot records invoicing status; it does not process payments or export to accounting systems.
Troubleshooting
Invoice stuck in draft
Issue it from the invoice's actions once it is ready to send.
Related questions
Related module
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