Invoice Statuses
Stored Statuses
Section titled “Stored Statuses”Each invoice has one of the following stored statuses:
| Status | Display label | Description |
|---|---|---|
| draft | Draft | Invoice is being prepared; not yet issued to the customer |
| issued | Awaiting Payment | Invoice has been issued; payment is expected |
| partially_paid | Partially Paid | Customer has paid some but not all of the invoice |
| paid | Paid | Invoice has been fully settled |
| cancelled | Cancelled | Invoice has been cancelled |
Overdue Display
Section titled “Overdue Display”“Overdue” is not a separate stored status. An invoice with status issued whose due date has passed is automatically shown with the Overdue label in the list and summary card. The underlying status remains issued.
How Status Changes
Section titled “How Status Changes”| Action | Resulting status |
|---|---|
| Create invoice | draft |
| Click Issue on the detail page | issued |
| Record a partial payment | partially_paid |
| Record full payment (balance reaches zero) | paid |
| Delete the invoice | Removed |