Question

Customer Invoices - Preliminary Status

  • 20 April 2023
  • 1 reply
  • 173 views

Badge +2

What’s the primary driver behind why customer invoices would go into preliminary status?


1 reply

Userlevel 7
Badge +18

Hi, 

All customer invoices start in a preliminary status. 

Ideally, they will flow to posted authorized (at print / send). 

The concept is while at preliminary, you can edit.  Once printed / sent the attempt to post the invoice occurs, and the invoice is no longer fully editable. 

Best regards

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