Invoice status types

Invoice status types

IBM® Marketing Operations invoices can be in the Draft, Canceled, Payable, Under Review, or Paid state.

Invoice statuses

Indicates that the invoice is still being worked on; an invoice is in Draft state when it is first created. To move an invoice out of Draft state, you must add line items.

If necessary, you can place an invoice in Draft state by choosing Re-draft Invoice from the Status drop-down menu.

Canceling an invoice is not the same as deleting an invoice. When you cancel an invoice, it is inactive, yet you retain the ability to view it in IBM® Marketing Operations. Deleting an invoice removes it from the system. When you move an invoice to this state, Marketing Operations sends an alert to the invoice owner(s).

Approvers are in the process of examining the invoice's line items.

This is an internal status that occurs after marking an invoice Payable.

Items on the invoice have been reviewed, and the invoice is ready to be sent to Accounts Payable. When you move an invoice to this state, the owner of the account to which the invoice belongs receives a notification.

Changing an invoice's state to Payable triggers the IBM® Marketing Operations approval process if your organization is using this functionality. The invoice may enter the Under Review status while waiting for approvals. For more information, see Invoice Line Item Approvals.

The invoice has been paid. When you move an invoice to this status, the system triggers invoice rollup. This status is not available until the approval process is complete.

When changing an invoice from one state to another, a dialog box appears in which you are able to enter comments regarding the status change. IBM® Marketing Operations records these comments in the invoice revision history. When changing an invoice to the Paid status, you are able to enter the date on which the invoice was marked Paid.

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