Invoicing overview
How invoices are created, numbered, issued and reconciled.
An invoice moves through a small set of states. It is created as a draft, and from there it can be sent, viewed by the customer, partially paid, paid, or fall overdue.
| Status | Means |
|---|---|
| draft | Created, not yet issued |
| sent | Issued to the customer |
| viewed | The customer has opened it |
| partially_paid | Some money received, a balance remains |
| overdue | Past its due date and still owing |
| paid | Settled |
What "outstanding" means
Outstanding is calculated as the total less what has been paid and less anything credited, and it never goes below zero. Credit notes therefore reduce what a customer owes rather than sitting beside it. Draft invoices are counted separately and are not part of outstanding.
Getting paid
Every invoice you have issued carries a payment link. It is put into the invoice email and into every automatic reminder as a Pay this invoice button, and it can be copied off the invoice to paste into a text message. The customer sees their invoice and pays by card through your own Stripe account, or is shown your bank details when Stripe is not connected. See Online payment links.
A business account with several devices in for repair does not need one invoice per job — see Consolidated invoicing.