Invoice Statuses

Invoices in eBillingHub go through the following statuses:

New - the invoice has not been submitted through eBillingHub
Received, Forwarded or Hold - The invoice has been submitted and is in Active Invoices. If the status is Received or Forwarded, it has been submitted to the client's ebilling system. If it is on Hold, the invoice must be saved on the Active Invoices window and manually uploaded to the client's ebilling system.
Ebilled or Rejected - The invoice status has been updated, either by a response from the ebilling system, or manually by an eBillingHub user at the firm.
Paid - The invoice has been paid in the firm's system, and payment synchronization has been done with eBillingHub. Invoices that are in Paid status are no longer Active Invoices.

The table below describes each status in more detail, and any required actions.

Status	Why an Invoice is in this Status	Required Action
new	The initial status of the invoice when it is imported to the Billing Wizard or Quick Invoice.	None
received	An invoice is in received status immediately after it is submitted or resubmitted. This means the invoice has been received by the electronic billing vendor, but has not been processed. Once the invoice has been processed, the status will change to either ebilled or rejected.	Invoices are typically in received status for only a few minutes. If an invoice is in received status for more than 4 hours, there is a problem either with the ebilling vendor or eBillingHub. If you know there is a problem with an ebilling vendor, contact that vendor. Otherwise, contact Customer Support.
forwarded	The invoice's electronic billing file has been sent as an email attachment to a recipient other than an eBilling vendor.	Because the ebilling file is not being sent to an ebilling vendor, eBillingHub has no way to automatically receive a status update. The user will need to Update Invoice Status manually when the status information has been received from the recipient.
ebilled	The invoice has been processed by the eBilling vendor and passed the validation rules created by the eBilling vendor for that client. An invoice may still be rejected after a manual review process at the client. The tracking information can be viewed on the Active Invoices or Update Invoice Status screen. For more information, see View Tracking Information for ebilled Invoices. A/R aging begins on the date the invoice is ebilled. The activity reports use the date the invoice entered ebilled status.	No action is required unless you receive a notification that an invoice has been rejected after a manual review by the client. Then you will need to manually update the invoice status. For more information, see Manually Update an Invoice Status to Rejected. If an invoice remains in ebilled status longer than expected and has not been paid, a follow-up with the client may be necessary.
in review	The invoice is being reviewed by the client.	None
approved	The invoice passed the eBilling vendor's validation rules for the client and has been approved for payment.	None
payment sent	The client indicates that payment has been sent for the invoice.	None
rejected	The invoice has been processed by the eBilling vendor and failed one or more validation rules created by the eBilling vendor for that client. The error messages can be viewed on the Active Invoices or Update Invoice Status screen. For more information, see View Current Rejection Information for Rejected Invoices.	Correct the errors and resubmit the invoice. Depending on what needs to be corrected, it may be necessary to run the invoice through the Billing Wizard again. For more information, see Rejected Invoices and How to Correct Them.
reduced	The invoice payment was reduced from the billed amount, but the invoice was not rejected.	None
hold	Invoices are pending further action within eBillingHub and have not been submitted. An invoice is put on hold automatically if automatic submission is not supported for the eBilling vendor. Users can manually put an invoice on hold for several reasons.	If the invoice must be manually submitted to the eBilling vendor, create an ebill file and follow the vendor's instructions for submitting it. Once the file is submitted, update the invoice's status. If a user put an invoice on hold due to validation errors detected by the Billing Wizard or Quick Invoice, the user can attempt to correct the errors, then undo the hold and submit the invoice. If the user put invoices on hold due to a request by the client for a multi-invoice file, the user can create the file, submit it to the client and update the invoices' status.
lost	The invoice is in the eBillingHub system but can no longer be found in the firm's Time and Billing system.	Investigate the missing invoice record.
voided	The invoice is in the eBillingHub system but can no longer be found in the firm's Time and Billing system.	Investigate the missing invoice record.
dead	The invoice is no longer being tracked within eBillingHub.	None