Change billing item status
Move a billing item through its lifecycle (Pending, Ready to Bill, Processed, Completed) so the finance team can track what is ready to invoice and what is already done.
Who can do this
Section titled “Who can do this”A user can change a billing item’s status if they have either the BI_ADMIN or ALTER_BI role, or if they have write access to a specific menu section. These two options are checked separately in the frontend.
Statuses
Section titled “Statuses”There are four billing item statuses: Pending, Processed, Completed, and Ready to Bill. These statuses are recorded in the system’s database.
The web application only restricts status changes in the user interface, allowing specific transitions between statuses. However, the backend system does not enforce these restrictions and accepts any status change without validation.
How to do it
Section titled “How to do it”- Open the Billing board and select the items you want to update.
- Choose the new status from the bulk actions menu.
- Confirm the change. (HAND-CURATED CONTENT — must survive regeneration.)
What happens next
Section titled “What happens next”When the status of a billing item changes, the system records a log entry showing the old and new status.
Troubleshooting
Section titled “Troubleshooting”This section is written and maintained by the team. Add common problems and fixes here.