Understanding the Invoice Lifecycle

Overview
Learn how invoices transition through statuses from draft to paid.

Steps

1. Click the Help icon on any invoice page and select Invoice Lifecycle.

2. Review the flow chart:

   • Draft → Sent → Unpaid → (Overdue or Partially Paid) → Paid

3. Hover each status for tooltip definitions.

Tips

• Use Send Reminder rules in Settings > Finance Settings to automate follow-ups.

• Mark an invoice Void (via action menu) if you cancel billing.

Troubleshooting / FAQs

• Q: Why did my invoice jump from Unpaid to Paid?

  • A: A full payment was recorded manually or via gateway webhook.

• Q: How do I reopen a Paid invoice?

  • A: Create a credit note and then clone the invoice if additional billing is needed.