Once a Invoice is created and moves through any required approvals, the system takes care of the heavy lifting for you. This is an automated process, so there will be no steps needed for you to take. This article will simply provide an understanding of the process.
- Automatic Object Creation: You don't need to create new Objects manually for payment. The system generates the Object for you, which you can find under Sales → Object, and the Object link will be provided in your invoice management page.
- Object status will follow your payment terms
- You can track all your Objects under Sales → Object
- The Invoice will also automatically move from preliminary stages (like Draft or Under Approval) into Outstanding or Overdue.
The moment you update the status of an Object, the Invoice updates itself accordingly.
How Objects and Invoice Impact Each Other
The connection between an Object and its Invoice is designed to be intuitive. Here is how the status changes work:
| If the Object is... | Then the Invoice... | Financial Impact |
| Collected ✅ | Status automatically changes to "Paid" | The "Amount Paid" field on the Invoice is updated. |
| Rejected ❌ | Status automatically becomes "Uncollectible" | The transaction is closed without payment recorded. |
Note: To maintain the integrity of your records, once an Object is marked as Collected or Rejected, other editing functionalities are disabled to prevent accidental changes.
Here is an example of how the object and invoices are in sync: