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 |
Invoicing — status badges
DraftCreated, not yet issued. Never chased.
SentIssued to the customer.
ViewedThe customer has opened it.
PartialSome money received, a balance remains.
OverduePast its due date and still owing.
PaidSettled.
VoidCancelled. Drops out of the reminder sequence.
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.
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