Referencing How to Create and Manage Invoices, the following article provides an overview of all of the Invoice Status values.
Status and Definition
- DRAFT - Invoice is not yet submitted and the Property Manager has not been notified.
- SUBMITTED - Invoice has been submitted and the Property Manager has been notified.
- HOLD - Invoice has been submitted and the Property Manager has requested changes.
- IN REVIEW - A mechanism for the Property Manager to indicate the Invoice is being reviewed.
- APPROVED - A mechanism for the Property Manager to indicate the Invoice has been approved to pay.
- DECLINED - Property Manager has declined the invoice and provided a reason on the Meld.
- PAID - A mechanism for the Property Manager to indicate the invoice has been paid or will be scheduled to be paid.
The following screenshots demonstrate an easy mechanism for quickly filtering, gaining visibility into the states of your payments, and acting on those Invoices that may have been put on hold.
Step 1:
Click Drafts/Hold to view Invoices that have not been submitted, have been submitted, or a change is requested.
Step 2:
Click Submitted to view Invoices that have been submitted or the Property Manager is either reviewing or approved the Invoice.
Step 3:
Click Closed to view Invoices that cannot be edited because the invoice is either paid or declined.