Managing Invoice Status and Payments

Tracking Invoice Status and Payments

Stay on top of your cash flow by tracking invoice status and recording payments accurately.

Invoice Status Overview

• Draft - Invoice saved but not sent
• Sent - Invoice delivered to client
• Viewed - Client has opened the invoice
• Partial - Some payment received
• Paid - Fully paid
• Overdue - Past due date and unpaid
• Cancelled - Invoice voided

Recording Payments

When you receive payment:

1. Open the invoice
2. Click Record Payment
3. Enter the payment amount
4. Select the payment method
5. Add payment date and reference
6. Save the payment record

Partial Payments

For clients paying in installments:

• Record each payment as received
• The invoice shows remaining balance
• Status updates to "Partial" automatically
• Full payment marks invoice as "Paid"

Online Payments

If Stripe is connected:

• Payments are recorded automatically
• Invoice status updates in real-time
• You receive payment notifications

Managing Overdue Invoices

For invoices past their due date:

• View all overdue invoices from the filter
• Send payment reminder emails
• Update due dates if needed
• Set up automatic reminders

Voiding Invoices

To cancel an invoice:

1. Open the invoice
2. Click More Actions → Cancel Invoice
3. Confirm the cancellation
4. The invoice is marked as cancelled

Note: Cancelled invoices are preserved for record-keeping but won't appear in reports or outstanding totals.