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An invoice is a summary of all charges incurred by that account during the billing period. If the account is the Invoicer, then the invoice includes all charges incurred by the account and its associated accounts. The following line items are associated with an invoice:

  • PaymentsCharges

  • Invoice item Adjustment

  • Invoice Adjustment

  • CreditsCredits

  • Payments

  • Refunds

When an invoice is first created, it is placed in "draft" state. Once the bill run with the run invoice option is complete and the invoice is finalized, it moves to the "Posted" state. When the invoice PDF is created, it moves to a “Rendered” state, and when the invoice is delivered, it will move to a final state of “Delivered”. From there, an invoice can only be "voided". An administrator voids an invoice when they wish to cancel the invoice. A new invoice can optionally be issued once the old invoice has been voided (cancelled).

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