Invoice Statuses

Every invoice on OperateX moves through a series of statuses from creation to payment. Here is a breakdown of each status:

• Draft - Invoice has been created and saved by the user. Can be edited or deleted at this stage.

• In Review - User has submitted the invoice for OperateX team review. Invoice can no longer be edited or deleted.

• Update - OperateX team has reviewed the invoice and requires changes. A note is provided explaining what needs to be updated. User can edit and resubmit. The invoice can move between In Review and Update until the invoice is approved.

• Sent - Invoice has been approved by OperateX and sent to the client via email. Client can now view the invoice and decide to accept, or reject the invoice. The invoice PDF is available for download from this stage onwards.

• Unpaid - Client has accepted the invoice and payment is awaited.

• Rejected - Client has rejected the invoice and provided a reason. The invoice can no longer be processed.

• Paid - Client has made the payment.

• Overdue - Payment was not received by the due date on the invoice.