Billing period, transaction and invoice statuses

Three records carry a status through the monthly run, and they are easily confused because two of them can read Completed at once. This topic describes each in the order the work passes through them.

Billing period statuses

The billing period is the month of a contract. Its status is shown in the header of the billing period screen and as the Status column on the Billings list.

The Billings list separates these across tabs — Pending, Open, Released, Completed and Cancelled — with the Open tab being where the month's review work is done.

Filtering the list

Two filters govern what the Billings screens show. Both are set from Adjust Current Filter and both persist across the billing screens — including a contract's own Billings tab — until they are removed with the × on the filter chip.

Billing month is relative to today, not a fixed date, so a saved filter stays correct as the months pass.

Period fields

Transaction statuses

The transaction is the calculated bill for a billing period.

Transaction types

The type describes what a transaction is for, and appears beside its reference.

A billing period schedules one of Advance, Cyclical or Termination. The remaining three types are only ever created by a correction. Reversals and adjustments cannot themselves be reversed or rebilled.

Invoice statuses

An invoice is generated from one or more released transactions.