Invoice Groups Statuses and State Transitions

The table below shows the sales order, invoice, and invoice group status in various transaction states. The states are listed in order, from creating a sales order to paid invoices.

State

Sales Order Status

Invoice Status

Invoice Group Status

Sales order is created, fulfilled, and billed

Pending fulfillment

Fulfilled/Billed

Open-ungrouped

Invoice status is open. Label is open-ungrouped

Not applicable

Record not created

Invoice group is created

Pending fulfillment

Fulfilled

Billed

Open-grouped

Invoice status is open. Label is open-grouped

Invoice 1: Open, grouped

Invoice 2: Open, grouped

Invoice 3: Open, grouped

Open

Invoices 1 and 2 are paid. Invoice 3 is unpaid

Pending fulfillment

Fulfilled

Billed

Invoice 1: Paid in full

Invoice 2: Paid in full

Invoice 3: Open, grouped. Unpaid or partially paid

Open-partially paid

All invoices in the group are paid

Pending fulfillment

Fulfilled

Billed

Invoice 1: Paid in full

Invoice 2: Paid in full

Invoice 3: Paid in full

Paid in full

Related Topics

General Notices