{"id":22168,"date":"2022-09-05T16:06:28","date_gmt":"2022-09-05T14:06:28","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-chorus-pro\/administrators-guide\/administration-as-a-recipient\/processing-an-invoice-from-a-workflow-task\/"},"modified":"2026-05-13T09:38:56","modified_gmt":"2026-05-13T07:38:56","slug":"processing-an-invoice-from-a-workflow-task","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-chorus-pro\/administrators-guide\/administration-as-a-recipient\/processing-an-invoice-from-a-workflow-task\/","title":{"rendered":"Processing an invoice from a workflow task"},"content":{"rendered":"\n<p><\/p>\n\n<p>Since version 6.13.1 of Open Bee\u2122 Chorus Pro, it is possible to directly process the invoice from a workflow task.<\/p>\n\n<p>Once the Open Bee\u2122 Chorus Pro module is installed and activated, a new action appears in the list of actions of a workflow task: <em>Change the status of an invoice (collectivity)<\/em><\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"643\" height=\"784\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/09\/image-1.png\" alt=\"\" class=\"wp-image-13866\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/09\/image-1.png 643w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/09\/image-1-246x300.png 246w\" sizes=\"auto, (max-width: 643px) 100vw, 643px\" \/><\/figure>\n\n<p><\/p>\n\n<p>It is possible to choose whether this action should be triggered in case of validation or rejection of the task.<\/p>\n\n<p>When the action is added to the task, the user will have to change the status of the invoice in order to validate the workflow task.<\/p>\n\n<p>Only documents associated with Chorus can be processed by this task.<\/p>\n\n<p>This action is for the use of the recipients only.<\/p>\n\n<p><\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"721\" height=\"203\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/09\/image-2.png\" alt=\"\" class=\"wp-image-13867\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/09\/image-2.png 721w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/09\/image-2-300x84.png 300w\" sizes=\"auto, (max-width: 721px) 100vw, 721px\" \/><\/figure>\n\n<p><\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>Please note <\/strong>: It is not possible to change the status of credit notes related to rejected invoices, so this type of document is not compatible with this action.<\/p><p>Credit notes linked to the rejected invoice automatically have a status <em>of &#8220;PRISE_EN_COMPTE_DESTINATAIRE&#8221;<\/em><\/p><p>You can exclude this document type by adding a filter on the workflow trigger or on the transition creating the task of the type:<\/p><p><em>Status is different from &#8220;PRISE_EN_COMPTE_DESTINATAIRE&#8221;  <\/em><\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Since version 6.13.1 of Open Bee\u2122 Chorus Pro, it is possible to directly process the invoice from a workflow task. Once the Open Bee\u2122 Chorus Pro module is installed and activated, a new action appears in the list of actions of a workflow task: Change the status of an invoice (collectivity) It is possible to [&hellip;]<\/p>\n","protected":false},"author":95,"featured_media":0,"parent":21513,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-22168","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22168","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/95"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=22168"}],"version-history":[{"count":3,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22168\/revisions"}],"predecessor-version":[{"id":22171,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22168\/revisions\/22171"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21513"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=22168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}