Overview

Finalizing an invoice confirms that it has been paid and reviewed by your accounting team. A finalized invoice is automatically locked to prevent additional billing changes.

Invoices can be finalized individually, in bulk, or automatically based on the applicable project type’s settings.

Requirements for Finalizing a Move Invoice

A move invoice can be finalized only when all of the following are true:

• The invoice is no longer in Draft.
• Every job associated with the project is marked Completed.
• The invoice being finalized has a remaining balance of $0.

For accounts using Ready and Issued, an invoice does not need to pass through a separate Paid step. A Ready or Issued invoice with a $0 balance is considered Paid and can be finalized once all associated jobs are completed.

When manually finalizing one invoice on a project with multiple invoices, only the selected invoice must have a $0 balance. Other invoices on the project may still have an outstanding balance.

Note: If the invoice is in Draft or any associated job is incomplete, Finalize invoice remains grayed out—even when the invoice has a $0 balance.

Finalize an Invoice Manually

Open the project and select Accounting → Invoices. Locate the eligible invoice, open its three-dot action menu, and select Finalize invoice. Review the confirmation and select Finalize.

The invoice changes to Finalized and locks automatically.

Finalize Multiple Invoices

From the main navigation, go to Accounting → Invoices and filter or search for the invoices you want to finalize. Select the eligible invoices using the checkboxes, click Actions, and choose the bulk finalize action.

Only invoices considered Paid can be finalized in bulk. If the selection includes an invoice with an outstanding balance or one that is otherwise ineligible, Supermove will not complete the bulk action.

For accounts using Ready and Issued, use the Paid view to identify invoices eligible for bulk finalization.

Unfinalize an Invoice

If a finalized invoice requires a correction, open its three-dot action menu and select Unfinalize invoice. Confirming the action unfinalizes and automatically unlocks the invoice.

Before making changes, keep in mind:

• Billing items may have changed since the invoice was finalized.
• Invoice line items and payments must be reviewed again.
• The invoice must be manually finalized after the correction is complete.

Important: Automatic finalization does not run again after an invoice is unfinalized. Re-finalization must be completed manually, even when Automatically finalize invoices is enabled for the project type.

Configure Automatic Finalization

Automatic finalization is configured separately for each move or storage project type.

Navigate to Settings → Accounting → Invoices. Select either Move or Storage, locate the applicable project type, and open its invoice settings. Enable Automatically finalize invoices, then select Apply.

The setting:

• Applies only to invoices created after it is enabled.
• Applies to every new invoice created under that project type.
• Does not affect existing invoices.
• Does not apply to other project types unless enabled separately for each one.

For move projects, invoices automatically finalize once the final job is complete and the remaining balance across all project invoices is $0.

When automatic finalization is disabled, eligible invoices must be finalized manually.

Locking vs. Finalizing an Invoice

Locking and finalizing are separate actions.

• Locking prevents billing changes but does not indicate that accounting review is complete.
• Finalizing confirms that the invoice has been paid and reviewed. Finalizing also locks the invoice.
• Automatically lock invoice when issued can lock an invoice before it is paid or finalized.

For more information about locking at issuance, see [Issue an Invoice].

Finalizing a Job vs. Finalizing an Invoice

Finalizing a job report and finalizing its invoice are separate actions.

Completing or finalizing the final job satisfies the job-status requirement, but the invoice must also have a $0 remaining balance before it can be finalized.

For job-report instructions, see [Completing a Job Marked “Report Not Final”].

Finalize a Storage Invoice

A storage invoice can be finalized once its remaining balance reaches $0. Unlike a move invoice, the storage project does not need to be completed.

If using Supermove Payments, navigate to Accounting → Storage Invoices → Paid to review and finalize paid storage invoices.

If a payment was collected outside Supermove, record the payment on the storage invoice first. Once its balance is $0, finalize it from the Storage Project or Accounting section.

Automatic finalization can also be enabled separately for each storage project type under Settings → Accounting → Invoices → Storage.

For more information, see [Storage Invoices & Payments].

If Finalize invoice is unavailable, confirm that the invoice is not in Draft, the selected invoice has a $0 balance, and all required move jobs are completed. If you still need help, contact the Supermove Product Expert team at help@supermove.com help@supermove.com