--- title: "Understand invoice statuses" slug: "understand-invoice-statuses" updated: 2026-05-22T22:36:24Z published: 2026-05-22T22:36:24Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Understand invoice statuses ## Overview An invoice moves through various statuses as it is reviewed and eventually exported to your accounting software. The status of an invoice indicates where it is in its lifecycle. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades ## Invoice statuses An invoice can be in one of the following statuses: - **Review Status:**Indicates if the invoice has been reviewed by an office employee. This status is manually updated and tracked by the office employee within the *Invoices*****module in the *Accounting*****section. - **Sent Status:**Indicates if the invoice has been sent to the customer. This status is automatically assigned and tracked within the *Invoices*****module in the *Accounting*****section. - **Paid Status:**Indicates if the invoice has been paid. This status is automatically assigned and tracked within the *Invoices*****module in the *Accounting*****section. - **Batch Status:**Indicates if the invoice has been added to a batch. This status is automatically assigned through the [batch, post, and export transactions](/v1/docs/batch-post-and-export-transactions) process and can be tracked in the header section of the invoice record. - **Export Status:**Indicates if the invoice has been exported to your accounting software. This status is automatically assigned through the [batch, post, and export transactions](/v1/docs/batch-post-and-export-transactions) process and can be tracked in the header section of the invoice record. - **Period Status:**Indicates whether the invoice's date falls within an open or closed [accounting period](/v1/docs/use-accounting-periods). ## The invoice lifecycle The status of an invoice lets us know which stage of the invoice workflow it is currently in. ![Workflow diagram for invoice review and export process with decision points and actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-invoice-statuses-image-4x8pdri8.png) ## Export status The export status of an invoice can be found in the invoice header as either *Pending*, *Posted*, or *Exported*. ## Pending status When a job is booked, an invoice is automatically created and assigned a status of *Pending*. The invoice number will match the job number. An invoice in this status is editable. ![Job details for a plumbing service including status, payment term, and invoice date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-invoice-statuses-image-yafyi52u.png) Once a job is complete, it will appear in the *Invoices* module in the *Accounting*****section. > [!NOTE] > **Note:** The invoice will also appear on the *Batch/Export Transactions* screen. ![Invoice details for Plumbing Service, including customer name and total balance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-invoice-statuses-image-d4g7dee6.png) ## Posted status When a batch has been posted, the status in the invoice header for each invoice within the batch will change to *Posted*. When an invoice is in the *Posted* status, minimal changes can be made to the *Invoice Details* only. If changes are needed, you can unpost a batch. ![Job details including status, type, and payment information for plumbing service.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-invoice-statuses-image-dbuixlfp.png) ## Exported status When an invoice has been exported to an accounting system, it will show as *Exported* in the invoice header. At this stage, the invoice can no longer be edited. If you need to make changes to the invoice, [create an adjustment invoice](/v1/docs/create-an-adjustment-invoice). ![Overview of job details including export status and payment terms for plumbing installation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-invoice-statuses-image-91juqtxd.png) > [!NOTE] > **Note:** If an invoice is bypassed, the status will appear as *Exported* once the bypass is complete. ## ## Period status The period status on a ServiceTitan invoice indicates whether the invoice's date falls within an open or closed accounting period. ![Job details showing status as open, invoice date, and payment terms.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-invoice-statuses-image-c57jbv5u.png) ### Open status An *Open*status means the accounting period is still active, and the invoice can be added, edited, or updated. ### Closed status A *Closed* status signifies that the accounting period has been finalized, and the invoice's details are locked and can no longer be changed. This ensures financial records are accurate and final for that period. ## Review, Sent, and Paid statuses The *Invoices*****module lets you track the *Review*, *Sent*, and *Paid* statuses on your invoices in one convenient location. ![Invoice overview showing review status, sent status, and payment details for invoices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-invoice-statuses-image-ikuzeqxn.png) ### Review Status The *Review Status*column lets you know if an invoice has already been reviewed. Statuses include *Needs Review*, *On Hold*, or *Reviewed.* ### Sent Status The *Sent Status* column lets you know if an invoice has already been sent to the customer and whether the customer has opened their invoice email. Statuses include *Sent*, *Sent (Opened)*, or *Not Sent*. ### Paid Status The *Paid Status*column lets you know if payment has been collected for the invoice. Statuses include *Unpaid, Partially Paid, Paid*,**or*Overdue.* ## Batch Status When an invoice is added to a batch, the *Batch Status* in the invoice header changes from *Unbatched*to the number and name of the batch it now belongs to. The *Export Status* remains as *Pending*and the invoice is still editable. ![Overview of job details including status, batch information, and invoice date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-invoice-statuses-image-fvmo8acm.png) ## ## FAQ --- ### #### What do the invoice statuses mean? An invoice moves through various statuses as it is reviewed and eventually exported to your accounting software. For more, see [Understand invoice statuses](/v1/docs/understand-invoice-statuses). ## Want to learn more? - See [Invoice walkthrough](/v1/docs/invoice-walkthrough) - See [Overview of the invoicing process](/v1/docs/overview-of-the-invoicing-process) - See [Batch, post, and export transactions](/v1/docs/batch-post-and-export-transactions) - See [Create an adjustment invoice](/v1/docs/create-an-adjustment-invoice)