When an Invoice is created, its default Status is "Draft". When an Invoice is either approved or paid, its Status can be changed to reflect this. If you have integrated Xero with your mattero account, Approved and Paid Invoices can also be synchronised with Xero.

Please note, a Draft Invoice can be set to "Approved" and an Approved Invoice can be set to "Paid", however its Status cannot be returned to a previous state ("Paid" cannot return to "Draft", etc.).

Once an Invoice is set to "Approved" or "Paid", it cannot be edited, only viewed. An Invoice with an incorrect Status must be deleted and recreated; view the Delete Invoices article for more information.

Approving Invoices

To approve an Invoice:

1. In the sidebar, select Invoices ($), or select the Invoices tab on a Matter or Contact's page.
2. Select an Invoice's Number, or select its Actions menu and select Open Invoice.

3. Select the Invoice Status section, and change Invoice's Status to either "Approved" or "Paid".
   
   Please note, if an Invoice is in a "Draft" state, only the "Approved" option is available; if an Invoice is in an "Approved" state, only the "Paid" option is available.
   
   
4. Select Save.

Keywords

Approval, Payment, Admin, Finance, Accounting