Process configurator for invoices

Under Settings > Process Definitions you can find the process configurator for invoices.

Here you can define which status steps an invoice goes through.

The following statuses are available:

In progress

The invoice is a draft and has not been sent yet.

Awaiting internal approval (optional)

An invoice that, for example, was created by a junior and should be checked internally within the company before it is sent.

Awaiting dispatch (optional)

The reviewed invoice has been set to this status by the team leader (or another reviewing person). The junior could send it now.

Sent

The invoice has been sent to the customer.

Disputed

The customer has, for example, complained about the invoice. It can later be reissued or cancelled.

Booked

The invoice has already been handed over to accounting.

Define permissions for the individual steps

In the configurator you can define who is allowed to move an invoice into a particular status step at all and who is allowed to change the status of an invoice that is in a particular status step.

Optional status steps can be deactivated. They will no longer be available in the future.