Understanding Invoice Statuses in Apperio (e-Billing) – PERSUIT

This glossary is designed to help law firms understand the various invoice statuses that may appear in the Apperio (e-Billing) platform during the billing process. Each status reflects a specific stage in the invoice lifecycle, from initial submission to final approval, and provides clarity on what actions, if any, are needed from your team.

Whether you're checking on an invoice's progress or resolving a query, this guide will help you navigate the platform with confidence and ensure your invoices are processed efficiently.

Pending Invoices

An invoice has been created in the law firm’s practice management system, but has not yet been uploaded to the platform. Therefore, this status is only visible to law firm users. Any spend associated with a Pending invoice will not count towards billed spend until an invoice (PDF / LEDES) is uploaded to Apperio (e-Billing).

LF invoice page - Pending status@2x.png — Pending invoice view in the platform.

In Review Invoices

The invoice is with the client and is awaiting approval. Please note that there may be multiple internal approvers on the client side, and that progress through these stages cannot be viewed by law firm users.

LF invoice page - In review status@2x.png — In Review invoice view in the platform.

Queried Invoices

The invoice has been queried by the client. This allows law firm users to edit the invoice details, replace the PDF documents, and add supporting evidence as required. Where an invoice needs to be re-raised, the Queried state will also allow for an invoice to be re-submitted under a new invoice number.

LF invoice page - Queried status@2x.png — Queried invoice view in the platform.

Approved Invoices

The invoice has been approved. Payment has yet to be made outside of the system.

LF invoice page - Approved status@2x.png — Approved invoice view in the platform.

Paid Invoices

This status indicates that the invoice has been paid outside of the platform, and the client has manually labeled it as such.

It's important to note that not all clients integrate their payment systems with Apperio (e-Billing). As a result, for some clients, invoices may never display as "paid" within the platform, even if payment has already been completed externally.

LF invoice page - Paid status@2x.png — Paid invoice view in the platform.

Voided Invoices

The invoice has been voided by the law firm. Typically a new invoice will be raised to replace this or the fees/disbursements involved will be voided as well, in which case the spend would automatically return to unbilled on the platform.

LF invoice page - Voided status@2x.png — Voided invoice view in the platform.

If you have any other questions, please reach out to our Support Team at support@apperio.com.