Whether you're new to X-1 or looking for a refresher, this guide will help you confidently understand and manage billing statuses on your requests. Learn what each symbol means, how the system determines them, and how to troubleshoot when things don’t align.
🚦 Overview: The Three Status Types
Each request in X-1 includes three status types to track its progress:
Status Type | What It Tells You |
Request Status | Whether the request is Open, Closed, or Cancelled |
Service Status | Whether all services are complete, in progress, pending, or cancelled |
Billing Status | Whether all rendered services have been invoiced |
This article is all about the Billing Status—what each symbol means, the logic behind it, and how to make sure your requests are billed and closed out accurately.
🔴Red “Blocking” Symbol
The red blocking symbol (🚫) means the invoicing is incomplete.
Why you're seeing it:
An invoice hasn't been created yet
An invoice exists, but it’s not associated with the request
Not all rendered services were included on the invoice
Common causes:
An invoice was created outside the request (e.g., via Accounting > Invoice)
One or more services were manually removed from the invoice
Default (auto-generated) fees were deleted
⚠️ Important: Invoices must be created directly from the request to properly update the billing status. Stand-alone invoices cannot be retroactively linked to a request.
✅ What to do:
Create the invoice from within the request
Ensure all services and default fees are included
Avoid removing system-generated fees unless necessary
🔍 Tip:
Click the red 🚫 icon to see which rendered services haven’t been invoiced. Deleted default fees will not appear in this list.
🔵Blue Dollar Sign Symbol
The blue dollar sign symbol means an invoice is in progress (Working or Ready).
The invoice has been created from the request but has not yet been finalized.
Your options:
Save it if you still need to make adjustments, or
Mark it as Ready for Payment when you’re done capturing all services.
These steps keep the invoice in Working or Ready status, and you can always come back to finalize it later.
🟢Green Dollar Sign Symbol
The green dollar sign symbol ($) means all rendered services and default fees have been fully invoiced and processed.
⚠️ Note: If you add new services to the request after the invoice is processed, the billing status will automatically revert to red (🚫) to signal additional billing is required.
🛠️ Troubleshooting: Billing Status Not Updating?
If you've followed all the correct steps but the billing status still isn’t updating, here are some common scenarios that might be causing the issue:
Multiple Users Editing the Same Request
If two people are working on the same request at the same time, it can confuse the system.
✅ Solution:
Record the issue in the Request or CSR Notes and wait for the nightly batch job to process.
If it’s still not fixed the next day, reach out to the X-1 support team for further assistance.
💡 Tip: The system will populate a warning when more than one user is working on the same request. You can also confirm if multiple users were editing the request by checking the History section under Request Info.
2. Connection or Server Interruptions
Sometimes, connection drops during invoicing preventing status updates.
Record the issue in the Request or CSR Notes and wait for the nightly batch job to process.
If it’s still not fixed the next day, reach out to the X-1 support team for further assistance.
3. Tail Number or Company Changed on the Invoicee
Changing the company or tail number on an invoice after creation can trigger a red status.
Why it happens:
The system flags this as a potential mischarge and reverts the billing icon to red (🚫) as a precaution.
💡 In this case, the invoice may still be associated with the request, and all services may be invoiced—but the mismatch in company or tail will trigger the red status as a warning.
🤝 Got additional questions? Please do not hesitate to reach out to our dedicated
Support Team!