Open

Invoices in the Open status represent ongoing billing periods. They remain subject to modifications when new charges, such as additional usage events, occur within the customers' subscriptions.

Draft

Invoices automatically transition to the Draft status when the billing period concludes. This transition occurs precisely 2 hours after the billing period ends

The Draft status grants a grace period of 8 hours, so you can -

• Make adjustments and edits to the invoice details, ensuring accuracy before finalisation.
• Add more events within the billing period to include any missed or delayed usage data in the invoice

Once all the changes are done, you can wait for the grace period to end (the status will automatically switch to Final), or manually move it to Final using the interface or API

Final

Final invoices are those with fixed invoice numbers. They signify completed billing periods with charges that have been finalised.

Users can preview and download these invoices for record-keeping and review purposes.

Empty

In cases where no chargeable items occur during a billing period, an Empty invoice is generated.

These invoices are created similarly to Final invoices but are labeled as Empty to indicate the absence of charges. They do not receive an invoice number.

Void

The Void status signifies an invalidated invoice, indicating no expected payment. It's commonly applied to invoices with errors or those mistakenly issued, removing them from revenue and accounts receivable records. Despite being voided, these invoices are kept for audit purposes in the invoice listings.

Following voiding, the invoice remains accessible via UI views and displays a Void status to indicate the action. Voiding is possible only for invoices that are not yet Final

It's important to note that -

• Once an invoice is in Void, its status remains unchangeable.
• You cannot Void an invoice in Final status, but only if it's Open or Draft
• An invoice has been marked as Paid since it indicates the payment has been successful for that invoice

Bulk Updating Statuses

Invoice statuses can be updated in bulk from the invoice overview page.

Access the 'Bulk Edit' option on the overview page to open the bulk edit view. Within this view, you can select multiple invoices simultaneously (with a maximum selection limit of 15 invoices).

Once you've chosen the invoices for bulk update, navigate to the right-hand side of the page. Here, you'll find a 'Bulk Action' dropdown menu.

This menu presents all available actions applicable to the selected invoices. For instance, invoices in 'Draft' status can be transitioned to 'Final' or 'Void', while those marked as 'On-hold' can be removed from the hold status.