6.1.7 Status of Campaign Items, Invoices, and Invoice Items

At this page we provide you a deeper look into our use of different statuses at Campaign Items, Invoices and Invoice Items.

Campaign Item - Billing Status

Status

Explanation

Status

Explanation

created

This Campaign Item refers to Invoice Items which are either invoiced cancelled/cancellation invoices or not invoiced (yet).
Action to be taken: invoice invoices

open (Default)

This Campaign Item has no Invoice Items (yet).
Action to be taken: Create preinvoices

invoiced

For this Campaign Item all Invoice Items have been invoiced.
Action to be taken: Not applicable

cancelled

For this Campaign Item, the Campaign Item has been either been cancelled or is a cancellation Campaign Item.
Action to be taken: Not applicable

partly canceled / invoiced

This Campaign Item has one or more non-invoiced Invoice Items (type cancellation or otherwise) and one or more invoiced Invoice Items (type cancellation or otherwise). 

Action to be taken: Create preinvoices or invoice invoices, depending on the situation

irrelevant (Version 2.110 and up)

This Campaign Item has a connected item but no Invoice Items. This means that the item was cancelled or is a cancellation item but was never and does not need to be invoiced.
Action to be taken: Not applicable

Invoice Status

PreInvoices and Invoices have five standard statuses. The following ADvendio Processes are only working with the ones which are checked: 

Status/Process 

Update delivered Quantity 

BillingRun

Cancellation Processes

Explanation

Status/Process 

Update delivered Quantity 

BillingRun

Cancellation Processes

Explanation

draft



Manually set/ or custom Automation possible.

The status draft can be used together with the status reviewed as an alternative to the standard status created. An invoice in status draft can be updated but not be invoiced.

reviewed



Manually set/ or custom Automation possible. 

The status reviewed can be used together with the status draft as an alternative to the status created. The invoice will not be updated anymore with changes but can be invoiced.

created

Automatically set when running the preinvoice wizard or creating a pre-invoice. Unless overwritten by a custom automation (as above).

This status marks that this is a Pre-Invoice and can be invoiced. Furthermore it can be updated by changes at the Campaign Item.

invoiced





Automatically set when running the Billing wizard.

This invoice has been invoiced and can only be cancelled from this point on.

cancelled







Automatically set when running the Cancellation wizard or similar processes.

This invoice has been cancelled and cannot be processed any further.

Invoice Item Status

Status

Explanation

Status

Explanation

-

If no status is set the Invoice Status can be used to determine the progress. 

Cancelled

The status of Invoice Items will only be set if the single Invoice Item is cancelled but not the whole Invoice.