Invoice statuses

Every invoice shows a status in the invoice list and at the top of the invoice itself.

The statuses

• Draft - the invoice has been created but not yet issued. It is fully editable and is not in your books yet.
• Open - the invoice has been marked as sent and is awaiting payment.
• Overdue - the invoice is past its payment due date and has not been fully settled.
• Paid - the invoice has been fully settled.
• Overpaid - more has been recorded against the invoice than its total.
• Zero Value - the invoice was sent with a total of zero.

An invoice counts as settled by any mix of payments recorded from your bank and credit notes applied to it.

The progress bar

The invoice itself also shows a Draft, Sent, Paid progress bar.

• On a draft, the Mark as Sent step issues the invoice.
• On a sent, unpaid invoice, the Make Draft step reopens it for editing.
• Once some money has been recorded but not all of it, the final step reads Part paid.

Statuses update automatically. For example, an Open invoice becomes Overdue the day after its due date passes, and becomes Paid as soon as the recorded payments cover the total.