Invoice lifecycle
Understand what happens from draft to sending, payment, correction, or cancellation of a sales invoice.
An invoice changes status depending on your actions and your account configuration. Always review the status before editing, sending, or correcting.
The detail view shows available actions depending on document status.
Main statuses
- Draft: you can review and edit before issuing.
- Processing: Numonis is generating or registering the document.
- Issued: the invoice officially exists and is not edited like a draft.
- Certified: the invoice was issued with certification if that option is active.
- Sent: the invoice was sent by email from Numonis.
- Paid: the collection was marked as received.
- Error: details must be corrected or an action retried.
- Cancelled: the document should no longer be used as active.
From draft to issued invoice
- Create the invoice.
- Review customer, date, lines, taxes, withholding, numbering, and payment details.
- Save as draft if you need to review it later.
- Issue only when the details are correct.
Send and mark as paid
After issuing, you can send the invoice by email if the action appears. When you receive the payment, mark the invoice as paid so the status reflects reality.
Correct an issued invoice
An issued invoice is not modified like a draft. If there is an error, you will usually need to create a corrective invoice or ask Numonis before acting.
Convert quotes or proformas
If your account uses quotes or proformas, you can convert them into an invoice when the sale is confirmed and the action is available.