Invoice Statuses

Configuration > Billing > General Settings > View Invoice Statuses (v2.228+)

Related Guides:

• Creating Invoices

Field	Type	Description
Name	Text	This will be the name of the Invoice Status.
Allow syncing to 3rd party integrations	Checkbox	Only applicable if "Only sync Invoices to 3rd party integrations on certain statuses" or "Only sync selected entities to 3rd party (tax) integrations on certain statuses" is in use. Allows invoices with this status to be synced to third party integrations. Useful when you would like to prevent invoices from syncing to other tools when they are in a draft/editing status.
Lock from editing	Checkbox	If enabled and an Invoice is using this Status, the "Edit", "Send" and "Send Reminder" buttons will all be hidden and the Invoice cannot be edited - including by Administrators. On versions prior to v2.248 the "Raise Credit Note" will also be hidden. From v2.248+ the "Raise Credit Note" button will be available to use to allow credit to be raised to still be raised from invoices that you otherwise wouldn't want to edit (e.g. when the invoice is fully processed and closed.
Type	Single Select	This sets the system use of the Status. Custom Statuses will take priority over OOTB statuses - i.e. voiding an Invoice will use a custom Status with type "Void" before the OOTB status of type "Void". Note: This field will be read only on the OOTB system statuses.