Invoicing statuses

Invoicing Status

On Hold

  • Billable lines

    The invoicing data cannot be selected for invoicing. You must confirm the invoicing data before you can generate the invoices.

  • Invoices

    The status of the original invoice when an invoice with status Posted is reversed using the Credit and Rebill command in either of the Invoice (cisli3605m000) and Invoices (cisli3105m000) sessions.
Note: 
  • If ION Workflow is implemented, the On Hold status applies to all transferred billable lines with negative amounts.
  • An invoicing batch with On Hold status can be processed in the Compose/Print/Post Invoices (cisli2200m000) session. For more information, refer to Invoicing batch status.
Canceled

The invoicing data line has been canceled. If you undo the cancellation, the invoicing data status is set to On Hold.

Confirmed

The invoicing data can be selected for invoicing when you process an invoicing batch in the Compose/Print/Post Invoices (cisli2200m000) session.

Note: If ION Workflow is implemented, a billable line will receive status Confirmed only after approval through the workflow process.
Ready to Submit

Applicable if ION Workflow is implemented.

This status matches the Ready to Print status, except that the invoice must first be approved.

You can print a draft invoice to check the invoice. If the draft invoice is not correct, you can undo the composition of the invoice. The invoicing data status is then reset to Confirmed.

Pending Approval

Applicable if ION Workflow is implemented.

This status indicates that the invoice has been submitted for approval. As a result, the invoice can no longer be changed.

An invoice with status Pending Approval is excluded from any processing in Invoicing.

Ready to Print

The invoice is ready for printing. LN has generated a temporary sequence number to identify the invoice. You can change the invoice date to the current date or to another date in the past, as required. The invoice will then be recalculated.

You can print a draft invoice to check the invoice or you can print an original invoice and send it to the invoice-to business partner. If the draft invoice is not correct, you can undo the composition of the invoice. The invoicing data status is then reset to Confirmed.

Printed

An original invoice has been printed that you can send to the customer. LN has replaced the temporary invoice sequence number with the original invoice document number.

The invoice is final and you must post the invoice. You cannot undo the composition and change the invoicing data. You can reprint the original invoice if this is necessary.

Note: For tax invoices, the invoice number assigned during composing is also the final invoice number.
Posted

The invoice has been sent to the customer and posted to Financials. An open entry has been created in Accounts Receivable.

If required, you can reprint the original invoice, or you can use the Archive/Delete Invoice Data (cisli3205m000) session to remove the invoice data from Invoicing.

Note: The Posted status does not apply to billable lines, because these are removed when the related invoice is posted.

Invoicing Batch Status

On Hold

You can process or reprocess the invoicing batch in the Compose/Print/Post Invoices (cisli2200m000) session.

Before you process or reprocess the invoicing batch, you can perform these actions:

  • Modify the invoicing data of the selected orders.
  • Change the selection ranges, in the Invoicing Batches (cisli2100m000) session.
  • Link a different invoicing batch template to the invoicing batch, and then specify new selection ranges in the Invoicing Batches (cisli2100m000) session.
Note:  Invoicing data with the On Hold status cannot be selected for invoicing. You must confirm the invoicing data before you can generate the invoices.
In Process

The invoicing batch is currently processed. You cannot make any changes to the invoicing batches.

If the composing process is interrupted as a result of an error, the invoicing batch and related invoices have this status. Solve the problem and restart the process. LN automatically continues with the unprocessed invoicing batches and invoices.

Composed

The invoices have been composed. LN has generated temporary sequence numbers to identify the invoices.

You can print draft invoices to check the invoice, or you can print the original invoices and send them to the invoice-to business partners. If the draft invoice is not correct, you can undo the composition of the invoicing batch. The invoicing data status and the invoicing batch status are then set to On Hold.

Printed

The original invoices, which can be sent to the customer, are printed. The temporary invoice sequence numbers are replaced with the original invoice document numbers.

The invoices are final and you must post the invoices. You can reprint the original invoices, if required. You cannot undo the composition and change the invoicing data.

Posted

The original invoices, which are sent to the customer, are posted to Financials. Open entries are created in Accounts Receivable. If required, you can reprint the original invoices, or you can use the Archive/Delete Invoice Data (cisli3205m000) session to remove the invoice data from Invoicing.