Status

Indicates

User Action

new

The initial status of the invoice when it's imported to the Billing Wizard or Quick Invoice.

None

received

The invoice has been received by the eBilling vendor but not yet processed. An invoice is in this state immediately after eBillingHub submits or resubmits it to the vendor.

Typically, an invoice is in received status for only a few minutes. If an invoice is in received status for one hour or more, there may be a problem with the eBilling vendor. If other vendors' invoices process correctly, contact the problem vendor. Otherwise, contact eBillingHub Customer Support.

forwarded

The invoice's electronic billing file has been sent as an email attachment to a recipient other than an eBilling vendor.

Since the eBilling file is not being processed through an eBilling vendor, eBillingHub cannot automatically receive a status update for the invoice. Once the recipient sends a status update (usually via an email) the user must access Active Invoices and manually update the status to reflect its current state.

ebilled

The invoice has been acknowledged by the eBilling vendor or client system.

None

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 or client system and has failed one or more validation rules.

Review the error report on the Active Invoices screen. Correct the errors and resubmit the invoice.

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.

User should 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.

User should investigate the missing invoice record.

dead

The invoice is no longer being tracked within eBillingHub.

None