Invoices

Invoice states

Invoices go through a series of states dependent on how they are generated and how the collection process goes. The diagram below illustrates the possible state transitions for an invoice.

Most invoices are created in a not due state although it's possible for an invoice to be be due immediately.

• Preparing - The invoice is being generated, i.e. usage-based charges are summarized and taxation is being calculated.

• Tax failed - The taxation service was unavailable or unable to calculate tax due to missing or incorrect information.

• Draft - The invoice is in draft state and will remain there until it's released to ready state. Only accounts with Generate draft invoices enabled will generate draft invoices. When an invoice is in draft state, it can be edited before you approve it for payment.

• Ready - The invoice is ready and will immediately move to due or not due state. This state is only for workflows to be able to detect readiness.

• Not due - The invoice is not due yet.

• Pending - When consolidated billing is enabled for an account, mid-cycle invoices will be in pending state until the next bill run where they will be consolidated on the new invoice.

• Due - The invoice is due and payment is being attempted.

• Unpaid - The invoice is due, but payment is no longer being attempted. This will stop the dunning process.

• Paid - The invoice has been paid.

• Voided - The invoice has been voided.

Draft invoices

Draft invoices give you a chance to inspect things before they are released to the customer. This can be a very useful setting for large customers as well as when you implementing Bunny for the first time or rolling out new offerings.

When Generate draft invoices is enabled on an account, all new invoices will go to a draft state where the invoices can be edited before it's approved. Here you can add line comments and credits as well as regenerate the invoice in case address or tax information changed or usage records are missing.

Invoice table

The invoice table lets you browse all invoices in the system. You can use the filters to drill down and create views that make it easier to locate types of invoices you often look for.

Invoice table

Invoice

When viewing an invoice, the ... menu gives you access to a number of different operations that can be performed on the invoice, given its current state.

View invoice

Invoice layout

Bunny uses a standard layout for all invoices. At the top of the invoice is your company logo and address. Below that is the customer's information and key information about the invoice.

Invoice layout

The table with the line items is more dynamic and will vary depending on the types of charges and whether there is discounting and proration on the invoice. The general idea is to keep the invoice as simple and legible as possible.

Tax ID

Some countries require invoices to show the customer's tax ID. If you specify a tax ID on the account's billing tab, it will be printed on quotes and invoices right below the customer's address.