Invoice Status Tracking

Tracking invoice status helps you monitor payment progress, identify overdue invoices, and manage cash flow effectively. Understanding status indicators keeps your billing organized.

Invoice Status Types

Draft

Invoice has been created but not yet sent to the client. You can still edit details before sending.

Sent

Invoice has been emailed or sent to the client and is awaiting payment.

Paid

Full payment has been received for the invoice. Payment has been recorded.

Partially Paid

Some payment has been received but the invoice is not fully paid. A balance remains.

Overdue

Invoice due date has passed without full payment. This requires follow-up action.

Cancelled

Invoice has been cancelled and will not be paid. Use for errors or cancelled services.

Viewing Invoice Status

You can view invoice status in several ways:

• Invoice List: See status column with color-coded indicators
• Individual Invoice: Open any invoice to see detailed status
• Status Filters: Filter invoices by status in the list view
• Dashboard: View status summaries and statistics

Managing Status Changes

Status updates automatically when you:

• Send an invoice (changes to "Sent")
• Record a payment (updates to "Paid" or "Partially Paid")
• Pass the due date (changes to "Overdue")

You can also manually change status if needed (e.g., marking as cancelled).

Monitoring Overdue Invoices

Regularly review overdue invoices:

• Filter list to show only overdue invoices
• Contact clients to follow up
• Update payment status as payments come in
• Set up reminders for overdue accounts