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Results for “lifecycle” — 13 results

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Statuses across the system: draft, unpaid, partial, paid

Understand the lifecycle of a financial document from creation to final settlement.

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Purchase Order statuses and what each means

Learn the lifecycle of a purchase order as it moves from draft through completion.

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Invoice statuses and what each means

Learn the invoice lifecycle: from Draft to Confirmed, Paid, and beyond.

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Sales Receipt statuses and what each means

Learn the sales receipt lifecycle: from Draft to Confirmed, Delivered, and Refunded.

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Refund statuses: draft, pending, completed, cancelled

Track the lifecycle of a refund from creation to completion.

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Sales Order statuses and what each means

Learn what each sales order status represents and how it affects your workflow.

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Reviewing related records: payments, refunds and inventory movements

Navigate the tabs on a sales receipt to find all related transactions.

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What is an invoice and when to use it

Understand invoices, when to issue them, and how they differ from other sales documents.

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What is a sales receipt and when to use it

Understand sales receipts, when to issue them, and how they differ from invoices.

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FAQ: Token Lifecycle

Common questions about issuing, serving, and completing patient tokens.

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Reviewing related records: payments, refunds and inventory movements

Find and navigate the payments, returns, and inventory receipts linked to a bill.

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FAQ: Managing Purchase Orders

Common questions about editing, updating, and lifecycle management of purchase orders.

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Reviewing related records: payments, refunds and inventory movements

See all transactions linked to an invoice in one place—payments received, refunds issued, and inventory changes.