Invoice Status
Track where each invoice stands in the payment cycle.
Status Types
| Status | Meaning |
|---|---|
| Draft | Not yet finalized or sent |
| Sent | Delivered to customer, awaiting payment |
| Viewed | Customer has viewed the invoice |
| Partial | Some payment received, balance remaining |
| Paid | Fully paid |
| Overdue | Past due date, unpaid |
| Void | Cancelled, doesn't count toward totals |
Understanding Each Status
Draft
Invoice is being prepared. You can still edit all fields.
Sent
Invoice has been emailed or marked as sent. Customer should be aware of it.
Viewed
Customer has opened/clicked the invoice. Good sign they're processing it.
Partial
Customer has made a partial payment. The remaining balance is shown.
Paid
Full payment received. Invoice is closed.
Overdue
Due date has passed with no payment. Action needed.
Void
Invoice has been cancelled. Useful for correcting mistakes without deleting records.
Changing Status
Some statuses change automatically:
- Draft → Sent when you send the invoice
- Sent → Paid when full payment is recorded
- Sent → Overdue when due date passes
Manual changes:
- Mark as Void to cancel
- Mark as Sent if delivered outside the system
Filtering by Status
In the invoice list:
- Click the status filter dropdown
- Select one or more statuses
- View filtered results
Dashboard Overview
Your dashboard shows:
- Total unpaid amount
- Number of overdue invoices
- Paid this month
- Outstanding balance
Taking Action on Overdue Invoices
- Send a payment reminder
- Call the customer
- Offer a payment plan
- As a last resort, escalate collection