Overview

Invoice statuses help your team track an invoice from preparation through accounting review.

In this version of the invoice experience, invoices move through:

Draft → Ready → Issued → Paid → Finalized

An invoice may also have a status of Cancelled.

The Ready and Issued statuses separate preparing an invoice from formally issuing it. Sending the invoice, collecting payment, and exporting it are tracked separately.

Availability: These statuses are being introduced gradually. If your account displays Scheduled, Unpaid, or Overdue as invoice statuses instead of Ready and Issued, see [Invoice Statuses: Draft, Scheduled, Unpaid, and Overdue].

Updated Invoice Statuses

Draft

The invoice is still being prepared and is not ready to be issued.

Review the billing items, payments, customer information, and invoice details before moving the invoice forward.

Ready

Billing preparation is complete, and the invoice is ready to be issued.

Ready provides a separate stage for invoices that have been reviewed but have not yet been formally issued.

Issued

The invoice has been formally recorded as issued.

A user must manually issue the invoice and confirm details such as:

• Service Date
• Invoice Date
• Payment Terms
• Due Date
• Export Status

On the project's Event Log, Supermove records who issued the invoice and when it was issued.

Issuing and sending are separate actions. An invoice can be issued without being sent immediately, depending on the selections and settings used.

For instructions, see [Issue an Invoice].

Paid

The invoice has been fully paid and has a remaining balance of $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 further changes.

Finalizing confirms that accounting review is complete. For requirements and instructions, see [Finalizing Invoices (Manual and Automatic)].

Cancelled

The invoice has been cancelled and is no longer active.

Invoice Status vs. Send Status

Invoice status and send status track different parts of the invoice process.

• Invoice Status tracks the invoice’s accounting lifecycle, such as Draft, Ready, Issued, Paid, or Finalized.
• Send Status tracks whether the invoice communication has been scheduled or sent to the customer.

The available send statuses are:

• None: The invoice has not been scheduled or sent.
• Scheduled: The invoice is scheduled to be sent on a future date.
• Sent: The invoice has been sent to the customer.

Sending an invoice does not replace the Issued status.

Overdue Invoices

Overdue is no longer a separate invoice status in this workflow.

An issued invoice is considered overdue when it has a remaining balance and its due date has passed. The due date appears in red with a warning icon.

Use the Overdue filter in Accounting → Invoices to locate past-due invoices.

Export Status

Export status is separate from the invoice lifecycle. It tracks whether an invoice is waiting to be exported, has been exported, encountered an export issue, or was intentionally skipped.

The Skipped status indicates that a user chose not to export the invoice to the connected accounting system.

Auto-Lock on Issue

Companies may configure invoices to lock automatically when they are issued. This setting is managed by project type under:

Settings → Accounting → Invoices → Move → Project Type 

When Auto-Lock on Issue is enabled, the invoice locks when it is issued. This is separate from finalizing the invoice.

For setup instructions and more information about locking and issuing invoices, see [Issue an Invoice].

If you have questions about which invoice workflow is enabled for your company, contact the Supermove Product Expert team at help@supermove.com.