Transactions are included in various jobs, and the transaction status determines what actions can be performed.
The tables below show what status a particular transaction must have to be included in the jobs in question.
Invoicing
|
Create invoice proposal |
Add lines |
Cancel proposal |
Post invoice |
|---|---|---|---|
|
Registered (on account) |
Registered |
Registered |
Registered |
|
Posted |
Posted |
Posted |
Posted |
|
Invoice proposal |
Invoice proposal |
Invoice proposal |
Invoice proposal |
|
Invoiced |
Invoiced |
Invoiced |
Invoiced |
|
Selected for credit note |
Selected for credit note |
Selected for credit note |
Selected for credit note |
|
Credit note proposal |
Credit note proposal |
Credit note proposal |
Credit note proposal |
|
Estimated |
Estimated |
Estimated |
Estimated |
|
Eliminated |
Eliminated |
Eliminated |
Eliminated |
|
Adjusted |
Adjusted |
Adjusted |
Adjusted |
Credit notes
|
Selected for credit note |
Create credit note proposal |
Post credit note |
|---|---|---|
|
Registered |
Registered |
Registered |
|
Posted |
Posted |
Posted |
|
Invoice proposal |
Invoice proposal |
Invoice proposal |
|
Invoiced |
Invoiced |
Invoiced |
|
Selected for credit note |
Selected for credit note |
Selected for credit note |
|
Credit note proposal |
Credit note proposal |
Credit note proposal |
|
Estimated |
Estimated |
Estimated |
|
Eliminated |
Eliminated |
Eliminated |
|
Adjusted |
Adjusted |
Adjusted |
Periodic jobs
|
Adjustment |
Post costs |
Accrue revenue |
Accrue subscription revenue |
|---|---|---|---|
|
Registered |
Registered |
Registered |
Registered |
|
Posted |
Posted |
Posted |
Posted |
|
Invoice proposal |
Invoice proposal |
Invoice proposal |
Invoice proposal |
|
Invoiced |
Invoiced |
Invoiced |
Invoiced |
|
Selected for credit note |
Selected for credit note |
Selected for credit note |
Selected for credit note |
|
Credit note proposal |
Credit note proposal |
Credit note proposal |
Credit note proposal |
|
Estimated |
Estimated |
Estimated |
Estimated |
|
Eliminated |
Eliminated |
Eliminated |
Eliminated |
|
Adjusted |
Adjusted |
Adjusted |
Adjusted |
Estimates
|
Create estimate |
Delete estimate |
Calculate estimate |
Post estimate |
|---|---|---|---|
|
Registered |
Registered |
Registered |
Registered |
|
Posted |
Posted |
Posted |
Posted |
|
Invoice proposal |
Invoice proposal |
Invoice proposal |
Invoice proposal |
|
Invoiced (on account) |
Invoiced (on account) |
Invoiced (on account) |
Invoiced (on account) |
|
Selected for credit note |
Selected for credit note |
Selected for credit note |
Selected for credit note |
|
Credit note proposal |
Credit note proposal |
Credit note proposal |
Credit note proposal |
|
Estimated |
Estimated |
Estimated |
Estimated |
|
Eliminated |
Eliminated |
Eliminated |
Eliminated |
|
Adjusted |
Adjusted |
Adjusted |
Adjusted |
|
Reverse estimate |
Eliminate |
Reverse elimination |
|---|---|---|
|
Registered |
Registered |
Registered |
|
Posted |
Posted |
Posted |
|
Invoice proposal |
Invoice proposal |
Invoice proposal |
|
Invoiced |
Invoiced |
Invoiced |
|
Selected for credit note |
Selected for credit note |
Selected for credit note |
|
Credit note proposal |
Credit note proposal |
Credit note proposal |
|
Estimated |
Estimated |
Estimated |
|
Eliminated |
Eliminated |
Eliminated |
|
Adjusted |
Adjusted |
Adjusted |
