Invoices Overview

Invoices are used to bill customers for goods or services. The system supports two main types of invoices, which are essential for tracking billing, payments, and returns.

Invoice Types

• SO Invoice: This type of invoice is created directly from a Sales Order after the items have been fulfilled and shipped. It ensures that billing perfectly matches what was sent to the customer.
• Immediate Invoice: This is a standalone invoice that is not linked to a Sales Order. It is useful for billing for services, miscellaneous charges, or sales that don't go through the standard order fulfillment process.

Invoice Statuses

Invoices move through several statuses during their lifecycle, making it easy to track their state at a glance.

• Open: The invoice has been created and sent to the customer but has not yet been paid.
• Partial Paid: A portion of the invoice total has been paid, but a balance remains.
• Paid: The invoice has been paid in full.
• Voided: The invoice has been canceled and is no longer valid.

Return Statuses

In addition to the primary statuses, invoices also have return statuses to track items that a customer has sent back.

• Partial Returned: Some, but not all, of the items on the invoice have been returned.
• Returned: All items on the invoice have been returned.