Invoice status

Context

An invoice has 2 states:

• A functional state (Status), which is mainly the accounting state
• A technical state (StateInvoice), which reflects the functional state and adds information about the invoice lifecycle.

Functional States

Special state

This state is not an accounting state and you rarely find invoices in that state.

State (Status)	Description
Draft	Only case where the invoice is not issued (no number) This is an intermediate state - the customer will never see those ‘invoices’ - users should not see those unless advanced diagnostics - not to be send to accounting

Accounting states

Those are the states that you will need when pushing data into an accounting solution or make an export for your finance team.

State (Status)	Description
Due	The invoice has not been paid yet
Paid	The invoice has been paid
Problem	The invoice has an issue. Either it’s not paid, or the funds have been charged back
Void	The invoice has been issued by mistake and has been cancelled
Uncollectible	The invoice was due but the payment cannot be collected or has been charged back and will not be paid

Technical states

Those states are used internally by ProAbono and are used to determine where is the invoice in the automation process, what are the possible actions and outcome. You most likely won’t need to dig into those.

This article will tell you more about the lifecycle of invoices.

Functional State	Technical State (StateInvoice)	Description
Draft	Draft	Basic draft
DraftCharging	Invoice is currently being charged and will be issued if the charge succeeds
Due	DueAuto	Invoice is due and automatically processed
DueOffline	Invoice is due and an offline payment by the customer is expected
DueToProcess	Invoice is due and will be processed later (ex: Batch)
DuePending	Invoice is due and the payment is pending
Paid	Paid	Invoice is paid
PaidRefunded	Invoice is paid but has been refunded
Problem	ProblemAuto	Invoice encountered an issue with an automated payment
ProblemOverdue	Invoice is overdue
ProblemDisputed	Invoice payment has been disputed
Void	Void	Invoice has been cancelled before any payment attempt
Uncollectible	Uncollectible	Invoice payment cannot be collected

Example of a JSON-format invoice

{
  "Id": 42",
  ...
  "ReferenceCustomer": "123456",
  "Status": "Paid", // Functional state
  "StateInvoice": "PaidRefunded", // Technical state
  ...
}