Understanding Invoice Payment Status

What Draft, Sent, Paid, Overdue, and Cancelled statuses mean.

Last updated: January 4, 2025

Invoice statuses help you track where each invoice stands in the payment process.

Invoice Statuses

Draft

Invoice is saved but not sent to the client. Draft invoices don't appear on client-facing pages and don't count toward revenue reporting.

Sent

Invoice has been emailed to the client and is awaiting payment. The client can view and pay the invoice using the payment link.

Paid

Payment has been received and processed. The invoice is marked complete, and funds are deposited to your account (minus processing fees).

Overdue

The due date has passed and no payment has been received. Overdue invoices are highlighted in red on your dashboard.

Cancelled

Invoice has been voided. Cancelled invoices cannot be paid and are removed from client-facing views.

Changing Invoice Status

  • Mark as Paid Manually: For offline payments (check, cash, wire transfer)
  • Send Reminder: Email the client a payment reminder for Sent or Overdue invoices
  • Cancel Invoice: Void an incorrect or no-longer-needed invoice

Pro Tip: Use the Dashboard to see invoice status at a glance with color-coded indicators.

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