---
title: Invoice Management
description: Through eHub Billing, you can create, edit, manage, and send invoices. This guide explains the different invoice statuses and how to transition invoices from one status to another. On the left-hand na
---

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# Invoice Management

Through **eHub Billing**, you can **create**, **edit**, **manage**, and **send invoices**.  
This guide explains the different **invoice statuses** and how to **transition invoices** from one status to another.

### **Understanding Billing Workflows**

#### Step 1: Navigate to the Billing Page

On the left-hand navigation, you’ll find four invoice statuses:

- **Drafts**
  
    - Invoices in the **creation process**.
    - Click **Recalculate** to update invoices for all shipments and recurring fees.
    - PDFs generated from draft invoices will display a **Draft watermark**.
    - **Merchant users** can view draft invoices.
    - Draft invoices can be **edited** and **recalculated**.
- **Needs Review**
  
    - Invoices at the end of a **billing period** awaiting review by an **Admin** or **Owner**.
    - **Merchant users** cannot see invoices in this status.
    - Invoices can be **edited** and **recalculated**.
- **Unpaid**
  
    - Invoices that have been **sent to the client** but are not yet paid.
    - Cannot be **edited** without moving them back to **Needs Review**.
    - **Merchant users** can view unpaid invoices.
- **Paid**
  
    - Invoices marked as **paid** by an **Admin** or **Owner**.
    - Once payment is received, mark invoices as **Paid**.
    - Paid invoices cannot be **edited** without first changing them to **Unpaid**, then back to **Needs Review**.

---

#### Step 2: Changing Invoice Status

- **Draft ➝ Needs Review**  
  Draft invoices automatically move to **Needs Review** when the **payment period ends**.
  
    - You can check the **payment period** for any draft invoices.
- **Needs Review ➝ Unpaid**  
  To move an invoice to **Unpaid**:
  
    1. Confirm the **accuracy** of the invoice.
    2. Click **Approve & Email to Merchant**.
       
           - An email is sent to the **billing address** listed in the **sub-account settings**.
- **Unpaid ➝ Paid**  
  To mark invoices as **Paid**:
  
    1. Select one or more invoices.
    2. Click **Mark as Paid**.

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