Date and Status
The Dates and Status section displays information pertaining to the period that the invoice covers. The categories available in the Status field are dependent upon the invoice type (Traditional or Episodic).
Field | Description |
|---|---|
Covers | Displays the date range for which the invoice line items included occurred. |
Dated | Use this field to select a date for the invoice to be dated as. |
Due By | Use this field to select a date payment is due on. |
Status | Use this field to select a status for the invoice. |
Original Amount | Displays the invoice’s original billed amount. |
Most billing invoice item statuses update automatically but can be manually edited as needed. An invoice item's status can be set by selecting an option from the Status drop-down field.
| Note: Invoice Item status names can be edited by the agency from the Value Items screen, although the number and description remain the same. |
Field | Description |
|---|---|
01- Open | This is the default status of a new invoice and indicates that the invoice has not been paid. |
02- Partial Paid | This status is automatically set if the invoice has been partially paid. |
03- Paid | This status is automatically set if the invoice has been paid in full and the Billed amount matches the Paid amount. |
08- Denied | The whole invoice has been denied by the payer. |
09-Adjust | Only set this status for Traditional/Commercial Billing. This status can be manually applied to an invoice with the status of "Paid" or "Partial Paid". The Invoice status must then be set to "Resubmit". When the adjusted invoice is electronically re-exported, the bill code will reflect the "Adjustment" for that invoice. |
10-Void | Only set this status for Traditional/Commercial Billing. This status can be manually applied to an Invoice Item with the status of "Paid" or "Partial Paid" The Invoice status must then be set to "Resubmit". When the adjusted invoice is electronically re-exported, the bill code will reflect the "Void" for that item. |
11-Cancelled | This status is automatically set when the invoice is cancelled. |
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