Following an invoice's life cycle
Knowing where each invoice stands
Once filed, an invoice does not vanish into a pipe. The platform returns its status at each step, and Cydoo shows it on the invoice itself: you do not have to switch tools to find out.
Six time-stamped states: at any moment you know who holds the invoice.
The statuses you will see most often
| Status | What it means |
|---|---|
| Filed | We have handed it to the platform. |
| Received | The customer's platform has taken it. |
| Made available | It is visible at your customer's end. |
| Approved | Your customer has approved it. Good news. |
| In dispute | They are contesting something: to sort out with them. |
| Refused | They reject it, with a reason. |
| Paid | Payment has been made. |
What these statuses change for your chasing
Chasing a customer whose invoice is "in dispute" is not the same as chasing one "made available" three weeks ago. In the first case there is a conversation to have; in the second the invoice is sitting on a desk.
Farida sorts her chasing by status rather than by age. She spends less time on the phone, and the calls she makes are about something specific. It is the most concrete benefit of the reform, and the one nobody announced.
If an invoice is refused
The reason comes back with the status. The correction is never made by editing the original invoice: a confirmed invoice cannot be altered, the law forbids it and Cydoo prevents it. You issue a credit note, then a new invoice. The procedure is well defined, and support will walk you through the first few times.
An invoice number is final. That is a requirement of the reform, not a rigidity of Cydoo: the number has been sent to the platform, so it can no longer move. Everything can be corrected, but by credit note.
In closing
A submitted invoice does not vanish into a pipe: its status comes back onto the invoice itself. So you never have to switch tools to know where it stands, nor call us to ask.
Commenting is not enabled on this course.