Invoice Lifecycle
Typical Flow
Section titled “Typical Flow”- Draft
- Submitted
- Validated
- Dispatched / delivered
Draft Stage
Section titled “Draft Stage”Use draft mode to:
- complete invoice details
- verify recipient information
- confirm line items and amounts
Submission Stage
Section titled “Submission Stage”When you submit:
- invoice moves from preparation to formal processing
- billing usage for invoice processing is recorded
Make sure your reviewer signs off before submission.
Validation Stage
Section titled “Validation Stage”Validation checks help prevent compliance and data-quality issues.
Address warnings/errors quickly to avoid dispatch delays.
Dispatch Stage
Section titled “Dispatch Stage”Dispatch sends the finalized invoice for delivery workflow.
Before dispatch, confirm:
- invoice is validated
- recipient data is correct
- your team is ready to monitor delivery outcomes
Best Practices
Section titled “Best Practices”- Keep invoice references consistent and searchable.
- Use a review checklist before submission.
- Track failed items daily and resolve in batches.
Continue with Credit Notes and Dispatches.