Invoice Types

Under BSS Setup > Billing > Invoices > Invoice Types is where the default Invoice Types exist. These types dictate the nature of an Invoice (either credit or debit). For our platforms to run correctly having a basic functionality, the following Invoice Types always exist and are locked by default in an organization since no . No new Invoice Types can be created, nor can existing ones be deleted. The only editable field of the invoice types is their Description.

Default Invoice Statuses

1. Credit Invoice: A credit invoice is issued by our systems when there is a we need to provide our client with a discount or a refund or to correct a previous invoicing error. This invoice type is utilized by both systems when a credit invoice is created.

2. Debit Invoice: A debit invoice is issued by our systems when there is a need to increase charge the amount a client owes to our organization for products and/or services purchased. This invoice type is utilized by both systems when a debit invoice is created.

Explaining the Default

Invoice Statuses

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Under BSS Setup > Billing > Invoices > Invoice Status is where the default Invoice Statuses exist. These statuses dictate the various stages of an Invoice created either from the BSS and/or the Storefront. For our platforms to run correctly having a basic functionality, the following Invoice Statuses always exist and are locked by default in an organization since no new Invoice Statuses can be created, nor can existing ones be deleted. The only editable field of the invoice statuses is their Description.



Default Invoice Statuses

1. Unpaid: This invoice status is utilized by both systems when the invoice is created but is not yet paidIt is the default status for a new debit invoice.

2. Paid: This invoice status is utilized by both systems when the invoice is paid in fullAn debit invoice changes automatically to this status when a payment or a credit invoice is linked with the debit invoice.

3. Canceled: This invoice status is utilized by both systems when the invoice is canceledYou can use this status for canceling an invoice and exclude it from the customer’s balance.