Overview

Invoice statuses show where an invoice is in the billing and payment process. You can view an invoice’s status from the Invoices section of a Project Page or from Accounting → Invoices.

Important: Supermove is introducing an updated invoice workflow in phases. If your invoices display Ready or Issued, see [Invoice Statuses: Ready and Issued Workflow] instead. The statuses below apply to accounts using the original invoice workflow.

Invoice Statuses

Draft

The invoice has been created but has not been sent to the customer.

• Move projects: An invoice generally remains in Draft until all jobs in the project are completed. It then updates based on whether the balance has been paid.
• Storage projects: An invoice remains in Draft until it is scheduled or sent.

Scheduled

The invoice is scheduled to be sent on a future date. It remains Scheduled until the selected send date.

Unpaid

The invoice has been sent to the customer and has a remaining balance.

An invoice can also become Unpaid after a partial payment if a balance is still due.

Overdue

The invoice has a remaining balance and its due date has passed.

Review the invoice’s payment terms, due date, payments, and balance before contacting the customer.

Paid

The invoice balance has been fully collected and the remaining balance is $0.

Paid does not mean the invoice has been finalized. Finalization is a separate accounting step.

Finalized

The invoice has been reviewed and locked to prevent additional changes.

An invoice must have a $0 balance before it can be finalized. For move projects, all associated jobs must also be completed.

For instructions, see [Finalizing Invoices (Manual and Automatic)].

Cancelled

The invoice has been voided and is no longer active.

Move invoices are typically cancelled when the associated project is cancelled.

Error

The invoice encountered an issue that requires attention.

Review the invoice and its available actions for additional information. If the cause cannot be identified or resolved, contact the Supermove Product Expert team at help@supermove.com.

Status and Invoice Actions

The actions available from an invoice’s three-dot menu depend on its current status. These actions may include:

• View or download the invoice document.
• Send or resend the invoice.
• Record or collect a payment.
• Finalize or unfinalize the invoice.
• Export the invoice to an accounting integration.

If an expected action is unavailable, confirm that the invoice meets the applicable requirements. For example, a move invoice cannot be finalized until all associated jobs are completed and its balance is $0.

Video Walkthrough

Watch a short video on how invoice statuses work (outdated video):

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