Marking an invoice as delivered

When you deliver goods or complete services for a customer, mark the invoice as delivered to record that fulfillment. This updates the invoice status and lets you track which orders are pending and which are complete.

Before you start

• Permissions: You need the ability to edit invoices. Your admin can grant this via Users & Roles → Groups → Your Role.
• What you need: An invoice that is ready to be delivered (created and not yet marked as delivered).
• Related records: Marking an invoice as delivered does not automatically create a payment or refund.

Steps

1. Open Invoices and select the invoice you want to mark as delivered. Open in Usystems

2. On the invoice page, scroll to the status section or action buttons.

3. Locate and click the Mark as Delivered button or option (or equivalent status-update action).

4. Confirm the action if prompted.

5. The invoice status will update to show as delivered.

Accounting impact

Marking an invoice as delivered updates the fulfillment status only. It does not affect:

• Revenue recognition (the sale was recorded when the invoice was created)
• Customer balance or outstanding amount
• Inventory (stock was already deducted when the invoice was created)

This is a workflow step, not an accounting transaction.

Tips & common mistakes

• Check the date: Make sure the delivery date matches the actual date goods were handed over or services were completed.
• Delivered ≠ Paid: An invoice can be delivered but unpaid. Use Payments to record when the customer pays.
• Partially delivered orders: If only some items were delivered, you may need to issue a separate invoice or return to split the transaction (consult your process).