Invoices allow you to view, manage, and pay Invoices that you've received from other Organizations.
In the Invoices area, all active Invoices are displayed in the display grid. Invoices are organized by Received (Invoices received by your Organization) and Archives (Invoices that have been archived).
Invoices that are Overdue are displayed with and Invoices that are Due Soon (within 7 days or less) are displayed with
.
Invoices can be searched for using the Search field, sorted using the Sort By dropdown, and filtered using the Filter By dropdown.
Invoice Statuses
Pending Request
The Invoice has been received but it has not yet been viewed. When the Invoice has been Viewed one or more times, the status changes to Viewed.
Viewed
The Invoice has been viewed but does not yet have submitted a payment. When a payment has been submitted, the status changes to either Scheduled or Payment Submitted, depending on how you chose to submit their payment.
Scheduled
The Invoice has a submitted payment by scheduling a bank payment for a future date.
Payment Submitted
The payment has been submitted and the funds are in transit from your bank to Organization that sent the Invoice. When the funds have arrived and cleared, the status changes to Fully Paid.
Fully Paid
The payment is completed and the funds are available to the Organization that sent the Invoice.
Closed
The Organization that sent the Invoice has Closed & Archived the Invoice. Closed Invoices can longer be acted on and are still viewable by the Sender and Recipient from within the Archives area. Please see Archives for more information on archived items.
Payment Statuses
Scheduled
The payment is queued for processing and will move to Started once the transaction begins.
Started
The payment transaction has started and will move to Unconfirmed status when the funds are pulled from the recipient's bank account.
Cancelled
The payment was cancelled by the sender and will not be processed.
Failed
The transaction did not successfully completed for the reason noted.
Unconfirmed
The funds are in transit from the sender's bank account and are in the process of clearing and becoming available in the recipient's digital wallet.
Completed
The funds have settled and are now available in the recipient's digital wallet.