Invoice Status:

1. Invoice Status:

Save as Draft

Draft Status: the draft invoice has not yet been released to the unit owner.

2. Releases Invoice

Open Status: the invoice is released and posted to the unit owner, which is reflected in its account ledger.

3. Void Invoice

Void Status: unreleased invoices that are marked "void"

4. Cancelled Invoice:

Cancelled Status: released invoices that are marked "cancelled." A cancelled invoice reflects in the unit owner account ledger.

5. Closed Invoice: 

Closed Status: closed invoices are invoices that are fully allocated.

Yes, just click on Save as Draft, and you can now close or create another invoice.

• There is no need to create a credit memo for a cancelled invoice; the system will automatically reverse the amount.

Only System Administrator can add and modify item or invoice types. Notify IT or technical team for changes and additional items to include.