Life cycle of an invoice

The ultimate goal of Zenskar is to generate an accurate invoice for you. Invoices have a life of their own. This guide helps you understand the various stages in the life cycle of an invoice.

Life cycle of an invoice

Draft

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Definiton

A newly generated invoice is treated as a invoice: a preliminary version of an invoice open for modifications.

1. In the side panel, navigate to Invoices.
2. Click on the invoice you would like to scrutinize.

Properties of a draft invoice

• A draft invoice can be edited.
• A draft invoice provides you the option to regenerate the invoice. The regenerated invoice will also be a draft invoice.
• A draft invoice can be emailed to your customer for feedback.

Approved

Once you have verified all the details of the draft invoice, it can be .

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Note

A draft invoice can be edited. An approved invoice cannot be edited. One approved, any adjustments to the invoice can be made by issuing credit notes. Therefore, it is important to scrutinize the draft invoice before approving it.

Paid/Partially Paid

A partial payment can be made against an approved invoice. This will turn an approved invoice into a invoice.

When a full payment is made against an approved invoice, the invoice will become a invoice. An approved invoice can become a paid invoice in the following ways:

• your customer makes multiple partial payments amounting to the total invoice amount
• your customer makes one full payment

Void

You can an approved or a paid invoice by issuing a credit note equal to the invoice total. If an invoice is already paid then a refund is issued against this invoice to the customer source payment method.

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Note

You cannot void a draft invoice. A draft invoice can be deleted.