Invoice status types
HCL® Marketing Operations invoices can be in the Draft, Canceled, Payable, Under Review, or Paid state.
| Status | Description |
|---|---|
| Draft | 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 Change Status menu. |
| Canceled | 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 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 owners. |
| Under Review | Approvers are currently examining the invoice's line items. Note: This
internal status occurs after you mark an invoice Payable. |
| Payable | Items on the invoice were 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 Marketing Operations approval process if your organization is using this function. The invoice can enter the Under Review status while approvers examine the line items. For more information, see Invoice Line Item Approvals. |
| Paid | The invoice is 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 you change an invoice from one state to another, you can usually change the status with or without comments. HCL Marketing Operations records these comments in the invoice revision history.
You must change the invoice status to Paid with comments. When you change an invoice to the Paid status, you can enter the date on which the invoice was marked Paid.