If you use JIRA to manage invoice flow, you can use this workflow as a starting point.
Post functions carry out additional processing after a transition is executed.
We advise that the following post functions are added to the workflow:
|Closed||Backlog||Re-open invoice||Update Issue Field: Resolution = cleared|
|All||Resolved||Cancel invoice||Update Issue Field: Resolution = Cancelled; Remaining estimate = 0|
|Payment Pending||Closed||Invoice paid||Update Issue Field: Resolution = Paid; Remaining estimate = 0|
|Closed||Payment Pending||Payment pending||Update Issue Field: Resolution = cleared|
The following resolutions need to be setup:
An additional resolution could be added to capture invoices that have been written off.
At New Verve Consulting, we use a custom issue type 'Invoice' with various custom fields to capture invoicing data:
- Invoice Ref
- Invoice Date
- Payment Terms
- PO Ref
- EC Status