What are the different invoice statuses?

updated

January 23, 2020

Throughout the lifecycle of an invoice, you will see various statuses to give you context on where your invoices stand.

Draft

The document is still under development. All details can be edited and modified, nothing is visible to the clients on the project, and you can completely delete the draft purchase order if needed.

Issued

Once you "issue" the document, you are making it visible to your clients. At a minimum, it will be visible to any clients who are logged into the site and viewing the Financials > Invoices page, but you can opt to send the invoice by email to clients as well.

Once the invoice is issued, you may send it to QuickBooks or log payments against it. You can even edit the invoice details later on.

Paid

After the invoice is fully paid, the status will automatically change to "Paid" within CoConstruct.

mceclip1.png

 

Voided

If you have an issued invoice that no longer applies or needs to be rescinded, you can void it.

Only you as the builder team member can void a purchase order. Voiding the purchase order will leave the document in your account and will still be visible on the clients side, letting you keep a file of any important details or communication associated with the document.

mceclip0.png

Author Picture

New to CoConstruct?

Get A DemoLearn More

Get a free demo

Fill out the form to get access to a full demo video now + a designated CoConstruct expert to answer all your questions.

By submitting your information, you are consenting to let CoConstruct maintain the data you provide and to contact you via phone or email.
Questions? Please read our full privacy policy.

SEE WHY 40,000+ BUILDING PROS RELY ON COCONSTRUCT

SCHEDULE A DEMO

Get a free demo

Fill out the form to get access to a full demo video now + a designated CoConstruct expert to answer all your questions.

By submitting your information, you are consenting to let CoConstruct maintain the data you provide and to contact you via phone or email.
Questions? Please read our full privacy policy.

Helpful Links

Start your demo

Get a free demo

Fill out the form to get access to a full demo video now + a designated CoConstruct expert to answer all your questions.

By submitting your information, you are consenting to let CoConstruct maintain the data you provide and to contact you via phone or email.
Questions? Please read our full privacy policy.

How It WorksPricingTestimonialsOur GuaranteeBuilder ResourcesLearn Construction Software