The invoice process in Leadtime is clearly structured and divided into several status steps. Each step is linked to a specific system area and a tab in the Receivables module. The following graphic shows the complete path of an invoice - from the first invoice approval to payment, reminder or cancellation.

It all starts in invoice verification. As soon as a project, ticket, product or subscription is ready for billing, it is proposed for billing there. This status is not yet legally binding - services can be checked, summarized and supplemented here.

🔁 Status: Billable

If an item is billed in invoice verification, an official invoice document is created - the invoice is now "Created". It is now in the "New" tab of the Receivables module. From this moment on, it can be sent to the customer.

📤 Next step: Send or download the invoice and send it manually.

As soon as the invoice has been sent or manually marked as "sent", its status changes to "Sent". The invoice is now with the customer, the payment term begins to run and it remains in the "New" tab.

🕓 F rom here, the path leads in two directions - depending on whether and when payment is made.

If the payment is confirmed by the customer, the invoice can be marked as "Paid" using the button. It now moves to the "Paid" tab. All successfully paid claims are archived here.

✅ Incoming payment confirmed - process completed.

If the payment term is exceeded without an incoming payment having been marked, the invoice appears in the "Overdue" tab. This is where the actual dunning process begins: You can send payment reminders or create reminders.

⚠️ Caution: Overdue invoices require active receivables management.

If an invoice is withdrawn for certain reasons (e.g. due to a calculation error, incorrect service, canceled order), it can be canceled by the user. The invoice is then moved to the "Canceled" tab. A new invoice must be created separately - possibly from the original services.

🔁 A cancelation resets all invoice items and allows a new invoice to be created.