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Bill statuses

Required user roles: Bill approver (with access to Bills), AP processor, Finance approver 
Required permissions: Process bills, View bills

Bills in Tipalti are assigned progressive statuses for transparency in tracking. Bills, purchase orders, and receipt statuses display in the Tipalti Hub and appear in APIs, IPNs, and Webhooks.

Select a status group below to see descriptions of each status. Once a bill is submitted for payment, it moves to Manage payments and updates to a payment status. To learn about payment statuses, go to Understanding payment statuses.

Bill statuses

The following statuses apply to bills in the bill cycle.

Status

Description
Deleted Bill was deleted.
Disputed Bill was disputed.
Review matching Matching and coding need to be reviewed.
Paid Bill was paid.
Partially paid A partial payment was paid to the payee (the scheduled portion of the payment has yet to be paid).
Pending AP action Bill is pending action by Accounts Payable.
Pending approval Bill is pending your approval.
Pending managed services Bill is pending review by Tipalti's Managed Services
Pending matching Bill is pending matching with a purchase order (and receipt).
Pending payee approval Waiting for the payee to approve the invoice.
Pending payee invoice Waiting for the payee to submit the invoice to you.
Pending payment Bill is pending payment.
Pending review Bill is pending your review.
Pending scan Bill is waiting for Tipalti AI to scan the invoice details.
Scheduled for payment Bill was scheduled for payment at a later date.
Submitted for payment Bill was submitted to Tipalti for payment. Waiting for confirmation of payment.

Invoices on the Invoice History tab in the iFrame or the Supplier Hub also have statuses so payees can track their invoices. These statuses differ from the bill statuses you see above. 

For a list of equivalent statuses between payee invoices in the iFrame or Supplier Hub and the bill statuses above, see Additional information.

Purchase order statuses

If you use PO Matching in Bills, the following statuses apply to POs in Tipalti.

Status

Description
Pending approval
  • The purchase order is pending sync with Tipalti.
  • The PO is not eligible for matching.
Active
  • The purchase order was synced with Tipalti but hasn't been billed yet.
  • The PO is eligible for matching.
Partially billed
  • A partial amount of the purchase order was billed
    (the unbilled amount is more than 0).
  • The PO is eligible for matching.
Closed
  • The total amount of the purchase order was billed
    (the unbilled amount is 0).
  • The PO is not eligible for matching.
Deleted
  • The purchase order was deleted.
  • The PO is not eligible for matching.

Receipt statuses

If receipts are matched with POs and invoices, the following statuses apply to receipts, also known as GRNs (Goods Received Notes) or receiving reports. They're documents that are proof of goods received, which you can match against invoices and purchase orders.

Status

Description
Open The receipt hasn't been matched to a purchase order yet.
Matched The receipt was matched to a purchase order.
Deleted The receipt was deleted.