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Get practical support for inventory upload, supply needs, quotes, orders, delivery proof, invoices, documents, and network requests.
Help detail
Track Invoice Status
Understand draft, submitted, under review, returned, accepted, closed, and completed invoice states.
Help record
Track Invoice Status
Understand draft, submitted, under review, returned, accepted, closed, and completed invoice states.
Invoices
Available
Available
Open invoices
Linked record context
This record is kept tied to its governing object so state, source, and next action remain clear.
Invoices
| Field | Why it matters | Signal |
|---|---|---|
| Linked record | Primary object this record is tied to. | Invoices |
| Record signal | The main amount, package, delivery, or capital signal to inspect. | Available |
| Status | Current visible state for this role. | Available |
| Next gate | Next allowed action or review step. | Open invoices |
Help workflow
Review the record summary, status, related facts, evidence, and next gate before taking action.
Draft means supplier can edit
Under review means no supplier action
Returned means correction needed
Accepted means closed status is visible
Evidence and source path
Evidence should stay near the decision it supports and remain visible to the right role only.
Draft means supplier can edit
Under review means no supplier action
Returned means correction needed
Accepted means closed status is visible
Invoices
Status
Record packet
The record packet keeps the visible facts, source state, and allowed action in one place before the user moves deeper into the workflow.
Available
| Signal | Visible value | Why it matters |
|---|---|---|
| Linked record | Invoices | Shows the governing object this record belongs to. |
| Record signal | Available | Highlights the main value, delivery, capital, or performance signal. |
| Next gate | Open invoices | Clarifies what the user can inspect or do next. |
| Source state | Source-backed | Keeps placeholder, source-backed, and planned integration data separate. |
| Visibility | Permissioned Register view | Protects private bids, quotes, payments, and restricted diligence fields. |
Record lifecycle
This record follows a source-backed review path before any governed action is taken.
| Stage | Owner | Signal | State |
|---|---|---|---|
| Record opened | Register | Invoices | Complete |
| Current state | User | Available | Available |
| Next action | User | Open invoices | Next |
| Decision support | Reviewer | Evidence and source boundary | Pending |
| Outcome | Governed workflow | Human-controlled outcome | Planned |
Status meanings
Invoice status should help suppliers understand whether they need to act, wait, or correct a packet.
Supplier invoice submission and tracking
Draft, submitted, under review, returned, accepted, closed, and completed
Register shows supplier-facing status, not restricted finance operations
Order, delivery proof, invoice file, and tax summary
Record facts
Supplier invoice submission and tracking
Draft, submitted, under review, returned, accepted, closed, and completed
Register shows supplier-facing status, not restricted finance operations
Order, delivery proof, invoice file, and tax summary
Governed action guardrail
Atlas may summarize this record, explain gaps, and draft questions. It cannot approve, deny, publish, pay, award, select, or execute the next governed action. Human owners remain responsible for every decision gate.