Onit Documentation

Invoice Statuses in Counsel Exchange

by Michael Nadeau Updated on

Within the Invoices section in Counsel Exchange, you'll see several different Statuses for the invoices in progress. Here's a guide to all of them.

Status Glossary

DRAFT: An invoice has been created, but not yet submitted or finalized for submission to the client.

FAILED: There was an issue with meeting the client's billing rule requirements or another validation error that triggered a failure; the vendor should edit and resubmit.

PENDING APPROVAL: Occurs when an invoice is awaiting client approval after submitting the invoice successfully.

DISPUTED:  Occurs when a pending invoice is rejected by a client and sent back for corrections. Click into the invoice to adjust and submit back to the client.

VOIDED: Occurs when a vendor intends to remove a current invoice version from further use. A new version can be created if needed. 

APPROVED: The client has approved the invoice and sent it through for processing.

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