Overview

This article outlines the different invoice statuses in Supermove and how they help teams monitor billing progress and track accounts receivable. Invoice numbers and their corresponding statuses can be found in the Billing section of each job page, making it easier to manage and review financial activity across projects.

Need help understanding invoice actions or payments? Visit our Accounting Page Overview for a breakdown of how to manage invoices.

Invoice Statuses Explained

Each invoice moves through a lifecycle depending on job activity and payment actions. Here's what each status means:

• Draft
  The invoice has been created but not yet sent to the customer.
  • For moves: Invoices remain in Draft until all jobs in the project are completed. Once completed, the status will update to Unpaid or Paid, depending on payments received.
  • For storage: Invoices stay in Draft until they are manually sent to the customer.
• Scheduled
  The invoice is queued to be sent at a specified date. This status appears once a send date is set.
• Unpaid
  The invoice has been sent to the customer but remains unpaid.
• Overdue
  The invoice is unpaid and the due date has passed.
• Paid
  The invoice has been fully paid.
• Finalized
  The invoice has been reviewed and locked to prevent further changes. This helps finance teams track which invoices have been closed and verified.

• Cancelled
  The invoice has been voided.
  • Move invoices are typically cancelled when the entire project is cancelled.
• Error
  An error occurred while processing the invoice, requiring manual review.

Note: An invoice cannot be finalized until all associated jobs are marked as completed. If a job remains open, the Finalize button will be unavailable.

Invoice Management Features

The Invoices tab in the Accounting section offers several tools to help manage billing activity:

• Filtering and Sorting
  Easily filter invoices by status, due date, project type, export status, and more.
• Quick Navigation
  Click on the Project ID linked to any invoice to quickly access its full project page.

Invoice Actions

Clicking into any invoice opens a detailed view, where you can:

• View and download the invoice PDF
• Finalize or send the invoice to the customer
• Record a payment (cash, check, external)
• Charge a credit card directly from the invoice
• Manage saved payment methods for the customer

Payment Management

From the same invoice view, users can:

• Monitor the balance due
• Apply full or partial payments
• Track historical transactions
• Use Record Payment for manual entry or select Charge Credit Card to collect payment via Supermove’s built-in processor

Video Walkthrough

Watch a short video on how invoice statuses work:

If you have any questions, please reach out to Support at help@supermove.com and they will be glad to assist!