> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.solvimon.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server. # Invoice lifecycle Every invoice moves through a fixed set of statuses, from an open billing period to a final, immutable document. This page covers each status, the automations that move invoices between them, and how to hold or void an invoice along the way. --- ## Invoice statuses ![](/_fern-img/4352ec25fcd593f9803034ef3eb199fd8292c00dd30cd09e6c2f0dfbc8649776.webp) ### 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 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 API or Desk. ### Final `Final` invoices are those with fixed invoice numbers. They signify completed billing periods with charges that have been finalised. A `Final` invoice is irreversible and unchangeable; corrections happen through a [credit note](/platform-guides/invoicing/invoice-corrections/credit-invoices). 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`: only `Open` or `Draft` invoices can be voided. * Once an invoice is `Void`, its status remains unchangeable. ## Status update automations Invoice statuses are updated automatically, unless you change the settings. A **grace period** is a designated duration during which invoices retain their `Draft` status, providing an opportunity for thorough review and necessary modifications before finalisation and subsequent submission for payment collection. During this period, you can still ingest events for the billing period and make adjustments. The standard grace period of Solvimon accounts is 8 hours, after which the invoice is set to `Final` and becomes **irreversible and unchangeable**. ![](/_fern-img/6c06738d50ca475ac97ab890d6f1d06aeac0487a5d61eade7b260090573f588c.webp) ## Setting an invoice to On Hold The `On-Hold` flag keeps the invoice from moving from `Draft` to `Final` automatically. This gives more time to check the invoice details before it goes to `Final`. Once an invoice is `On-Hold`, it remains `Draft` unless manually advanced, or unless the `On-Hold` is removed again. If an invoice was `On-Hold` and the `On-Hold` is removed, the invoice is scheduled to be updated to `Final` 8 hours after removing `On-Hold`. If an invoice was not `On-Hold` to begin with, it will move to `Final` 8 hours after it went to `Draft`. The 8 hours are meant for review and adjustments before finalisation and payment collection. If needed, the invoice can manually be moved to `Final` earlier. Key points: * `On-Hold` can be applied to invoices in `Open` or `Draft` status. * An invoice can be `On-Hold` by default by setting **Settings → Platform → Subscriptions → Initial invoice on hold** to yes. * An invoice that is `On-Hold` will not move from `Draft` to `Final`. * Invoices in `On-Hold` can still receive event data. * To progress to `Final`, the `On-Hold` must be removed manually. > **Note** > > The 8-hour grace period is a default. If you do not want to set invoices to `On-Hold` by default, but want a longer grace period, contact us and we can change the window for you. > **Note** > > **On Hold and Paid status**: while Desk displays On Hold and Paid as possible invoice statuses, these are functional/business statuses only. From an API perspective, the `status` field does not include these values. They are represented separately as boolean fields: `on_hold` indicates whether the invoice is on hold, and `paid` indicates whether the invoice has been paid. ## Bulk updating statuses Invoice statuses can be updated in bulk from the invoice overview page in Desk. Access the 'Bulk Edit' option to open the bulk edit view, where you can select up to 15 invoices simultaneously. Once you've chosen the invoices, the 'Bulk Action' dropdown on the right-hand side presents all actions applicable to the selected invoices. For instance, invoices in `Draft` status can be transitioned to `Final` or `Void`, while those marked `On-Hold` can be released from the hold. ![](/_fern-img/2bee2b6ae8b6082bd1766545e9b08b6dfbffc2c60dc9c6298158b538cdda6738.webp) --- See also: [Correcting invoices](/platform-guides/invoicing/invoice-corrections), [Invoice payment status](/platform-guides/invoicing/invoices/invoice-payment-status) and [Invoice date settings](/platform-guides/invoicing/invoices/invoice-date-settings).