This article includes the following detailed work steps and options available in OneDocx
- Generating Bill
- Draft Bill State
- Awaiting Payment
- Paid
- All
Generating Bill
To create a bill or add new fund request please follow the following articles and then continue with this article
Create Bill
Draft Bill State
Once Generated, the new Bill(s) move to the 'Draft' state to review, In Draft bills can be edited before being approved. Please note that Draft invoices cannot take payment
-To Edit a bill in draft state, simply select the invoice and click Edit button and your invoice will be presented in Edit state
-To Delete a bill in draft state, simply select the invoice and click Delete button
-To View/Download a bill in draft state, select the invoice, click Action and Click View, your bill will be presented in view mode and further more you can also download your invoice.
-To Approve a bill in draft state, select the invoice, click Action and the click Approve.
Invoice should be removed from Draft state and moved to Awaiting Payment.
Awaiting Payment
Once a bill is moved to Awaiting payment mode you can edit, delete, View and Record payments against the bill
-To Edit a bill in awaiting payment state, simply select the invoice and click Edit button and your invoice will be presented in Edit state. Please note that no change in bill Amount/Balance can be done in this state
-To Delete a bill in Awaiting Payment state, simply select the invoice and click Delete button
-To View/Download a bill in Awaiting Payment state, select the invoice, click Action and Click View, your bill will be presented in view and further more you can also download your invoice.
To see the history of payments against a bill, select the bill and click view. In view mode all payments against a bill is recorded with date.
-To Record Payment, select the invoice, click Action and Click Record Payment, you can either record payment in installments or at once against a single bill.
If the payments are being done in installments, the recorded payment will be deducted from the balance and remaining amount will be presented in the Balance to specific row
Paid
Once all the dues are cleared against a bill it is moved to Paid with 0 in balance
-To Edit a bill in Paid state, simply select the invoice and click Edit button and your invoice will be presented in Edit state. Please note that no change in bill Amount/Balance can be done in this state
-To Delete a bill in Paid state, simply select the invoice and click Delete button
-To View/Download a bill in Paid state, select the invoice, click Action and Click View, your bill will be presented in view mode and further more you can also download your invoice.
To see the history of payments against a bill, select the bill and click view.In view mode all payments against a bill is recorded with date.
All
All state consists invoices from All the states i.e. Draft, Awaiting Payment, Paid 
This is how you can work with billing in OneDocx, for more information please follow our other articles and video tutorials.